Insurance Account Executive

Palm Beach Insurance Advisory Group II

Insurance Account Executive

Lakeland, FL
Full Time
Paid
  • Responsibilities

    Insurance Customer Service Representative and Agents Family-owned and operated insurance agency with 6 locations in Florida. We have all the necessary carrier contracts to be successful in selling any type of policy. Our dynamic team seeks an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders. You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You'll also help resolve billing issues, change policies, and make policy recommendations. If you have previous insurance experience in a customer service role and have a friendly, client-first attitude, please apply today! Competitive Salary based on experience. Responsibilities: • Verify new customer coverage and present policyholders with proof of insurance paperwork • Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available • Make accurate modifications to consumer policies depending on the information supplied • Manage inbound calls related to insurance policy concerns, customer complaints, and general queries • Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved • Be a team player Qualifications: • Excellent active listening, interpersonal, and communication skills • Previous customer service experience required for this position • Basic knowledge of insurance policy procedures and schedules is preferred • Previous insurance experience • Time management skills Compensation: $40,000+ to start

    • Verify new customer coverage and present policyholders with proof of insurance paperwork • Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available • Make accurate modifications to consumer policies depending on the information supplied • Manage inbound calls related to insurance policy concerns, customer complaints, and general queries • Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved • Be a team player

  • Compensation
    $40,000 per year