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Insurance Account Representative in Memphis, TN at Vaco

Date Posted: 6/13/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Memphis, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    6/13/2019
  • Job ID:
    INSUR76019

Job Description

Account Representative



Job Title

Account Representative



Job Purpose

To assist in sales, marketing and servicing in Memphis, TN



EXPERIENCE AND KNOWLEDGE

  • Experience in retail sales, marketing or customer service desirable
  • Knowledge of Home, Auto and Life insurance products desirable
  • Experience in a variety of computer applications, particularly customer relationship management software

SKILLS/ ABILITIES

  • Ability to satisfy insurance licensing requirements
  • Ability to learn and apply product, industry and market knowledge to provide suitable recommendations to potential and existing clients
  • Ability to conduct needs based marketing interviews with potential and existing clients
  • Problem solving skills
  • Ability to effectively relate to customers within a sales and service environment
  • Strong listening, oral, and written communications skills
  • Ability to take initiative and act effectively both individually and as a member of a team without direction
  • Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the organization
  • Ability to learn and become proficient with various computer applications
  • Ability to adapt to changing market conditions and a dynamic work environment
  • Ability to pay close attention to detail and accuracy
  • Ability to handle multiple tasks and maintain strong organizational skills
  • Ability to remain positive and maintain progress towards a goal in spite of obstacles and adversity

JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS

  • Successfully complete and maintain all state, federal and company requirements - - including licensing - to solicit and service designated products and services
  • Remain current in all product changes and technical developments, and participate in company and industry training sessions as required
  • Complete training as required, including Compliance; Information Security Awareness; and Sales Training.
  • Remain current in all Continuing Education (CE) courses as required

DUTIES AND RESPONSIBILITIES

  • Maintain licenses in order to service and recommend products
  • Contact current and prospective clients to build relationships and conduct needs-based discussion
  • Utilize agency and computer applications, as required and available
  • Accurately prepare forms, policies, endorsements when required
  • Follow up with customers and keep the agent informed
  • Provide prompt, professional customer service
  • Participate in training and team meetings as requested