Job Description

The Insurance Services Executive is a leadership role responsible for overseeing the delivery of high-quality insurance services to clients. This role involves leading a team of insurance professionals, managing client relationships, and driving operational excellence. The Insurance Services Executive plays a pivotal role in ensuring client satisfaction, retention, and revenue growth through the delivery of exceptional service and innovative solutions.

Salary: $80,000.00 - $10,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Flexible Schedule

Parental Leave

Retirement Plan

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Vision Insurance

Mon-Fri Schedule

Responsibilities

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Requirements

Be willing to work towards getting your Property & Casualty AND Life & Health licenses

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Be a fantastic presenter.