Insurance Account Representative, B2B SaaS & Demand Generation
Overview
We seek a motivated customer-focused professional to excel as an Insurance Account Representative at Alden Thomas Inc. You will manage client accounts handle inquiries and promote insurance offerings. This role demands adaptability technical proficiency and a focus on client satisfaction.
What You'll Do6
- 1Provide excellent customer service to clients both in-person and over the phone
- 2Adapt quickly to computer systems and accurately document all transactions
- 3Set and achieve monthly quarterly and annual sales goals
- 4Proactively identify opportunities to upsell and cross-sell insurance products
- 5Collaborate with team members to optimize client satisfaction and retention
- 6Stay informed about insurance products industry trends and regulations
Requirements8
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons managing property and casualty accounts
- 3Property and Casualty license preferred but not required to apply
- 4Licenses can be obtained during training
- 5Strong interpersonal skills with the ability to build rapport with clients
- 6Proficiency in computer systems and willingness to learn new software
- 7Detail-oriented commitment to accuracy in documentation
- 8Self-motivated and accountable for meeting exceeding sales goals
Salary Insight
$40 - $75k per year
Location
Required Skills
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