Christian Frias Allstate Agency
The Account Specialist at Christian Frias Allstate Agency is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales. The Account Specialist is also responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
Identify, qualify, and develop insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively partner, network, and plan for new clients and business opportunities.
Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Support and prepare clients for renewal and retention and maintain strong client relationships.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.
Qualifications
Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, or comparable work experience.
Possess a valid driver’s license and/or a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision‑making and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment and technology and computer proficiency including agency management systems.
Competitive Pay + Commissions and Bonuses
Job Stability in a growing industry
Compensation: $45,000.00 - $65,000.00 per year
Becoming an Insurance Professional Insurance Professionals go by many names: Brokers, Underwriters, Claims Representatives, Adjusters, Actuaries, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.
NAPAA members understand the value of customers. They recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that, in terms of the qualities they seek in an insurance agent, NAPAA member agents are among the best there are.
As there is an upcoming worker shortage in the Insurance industry, the demand for Insurance Professionals is growing every day! Is this career right for you?
Benefits of working with an Exclusive Insurance Agent Career advancement in a growing field. With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility: Insurance can give you a rewarding career and well‑rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference: Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security: Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)
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Responsibilities
Identify, qualify, and develop insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively partner, network, and plan for new clients and business opportunities.
Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Support and prepare clients for renewal and retention and maintain strong client relationships.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.
Qualifications
Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, or comparable work experience.
Possess a valid driver’s license and/or a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision‑making and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment and technology and computer proficiency including agency management systems.
Competitive Pay + Commissions and Bonuses
Job Stability in a growing industry
Compensation: $45,000.00 - $65,000.00 per year
Becoming an Insurance Professional Insurance Professionals go by many names: Brokers, Underwriters, Claims Representatives, Adjusters, Actuaries, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.
NAPAA members understand the value of customers. They recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that, in terms of the qualities they seek in an insurance agent, NAPAA member agents are among the best there are.
As there is an upcoming worker shortage in the Insurance industry, the demand for Insurance Professionals is growing every day! Is this career right for you?
Benefits of working with an Exclusive Insurance Agent Career advancement in a growing field. With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility: Insurance can give you a rewarding career and well‑rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference: Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security: Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)
#J-18808-Ljbffr