Note: The job is a remote job and is open to candidates in USA. Regency Insurance Group is a personal lines insurance agency based in sunny Florida, specializing in home, car, and flood insurance. They are seeking a Licensed Insurance Account Executive to service existing clients, make policy changes, and provide excellent customer service without the need for new client acquisition.
Responsibilities
- Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Stay abreast of market changes and rates
- A good note-taker and problem-solver
- Ability to learn new things
- Comfortable using new software programs
- Ability to answer 30-40 calls per day
Skills
- High school diploma mandatory
- Valid insurance license required or candidates must be willing to get licensed
- Must have a Personal Lines Insurance Agent license
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Quiet home office
- High-speed home internet connection
- Be a responsible and reliable member of the team
- Comfortable with taking a high volume of inbound calls
- Complete our training and development courses
- Completing tasks assigned in a fast-paced environment
- Able to multitask
- Manage multiple computer programs, including CRM and carrier websites
- Comfortable being on the phone
- Ability to learn new things quickly
- Self-motivated
- Bachelor's degree preferred
- Working knowledge of accounting and sales lead software is a plus
- Positive attitude
- Typing skills
Benefits
- Holidays off and generous paid time off (PTO)
- 401(k) with matching
- Excellent health insurance coverage for associates and their families
- Opportunities for career growth and professional development
Company Overview
Regency Insurance Group, provides home, auto, condo, flood, renters, and business insurance for residents of Texas and Florida. It was founded in 2011, and is headquartered in Estero, Florida, USA, with a workforce of 51-200 employees. Its website is https://www.regencyins.com.
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