Seeking a highly organized and detail-oriented Account Specialist to be a central part of our team, managing critical administrative tasks, handling client correspondence, and ensuring the seamless processing of insurance documents, all in a 100% in-office environment.Monitors various processes for the verification of client information and completes data entryCorresponds with the agent or the insured to inform them or receive the information about the acc
Seeking a highly organized and detail-oriented Account Specialist to be a central part of our team, managing critical administrative tasks, handling client correspondence, and ensuring the seamless processing of insurance documents, all in a 100% in-office environment.Monitors various processes for the verification of client information and completes data entryCorresponds with the agent or the insured to inform them or receive the information about the acc
Responsibilities:Needs Assessment: Interview prospective clients to evaluate their financial situation, existing coverage, and specific risk gaps.Policy Customization: Design and sell insurance programs (Auto, Home, Life, Health, or Commercial) tailored to client needs.Lead Generation: Actively scout and "warm up" new leads through networking, referrals, and community outreach.Policy Maintenance: Handle renewals, process policy changes, and assist clients
Responsibilities:Needs Assessment: Interview prospective clients to evaluate their financial situation, existing coverage, and specific risk gaps.Policy Customization: Design and sell insurance programs (Auto, Home, Life, Health, or Commercial) tailored to client needs.Lead Generation: Actively scout and "warm up" new leads through networking, referrals, and community outreach.Policy Maintenance: Handle renewals, process policy changes, and assist clients
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