We are seeking a motivated, customer-focused Insurance Sales Account Representative to help individuals and families protect what matters most. You will identify customer needs, recommend appropriate insurance products, and build strong relationships that lead to long-term client retention.
Key Responsibilities
Meet with prospective customers via inbound leads, referrals, and/or outbound prospecting
Assess customer needs and recommend suitable insurance policies (e.g., life, auto, home, health, or business)
Explain coverage options, deductibles, premiums, and policy benefits clearly and accurately
Build and maintain a pipeline of leads and track progress in CRM systems
Follow up with prospects and assist clients through the application and underwriting process
Educate clients on claim processes and coverage details
Maintain active knowledge of products, underwriting rules, and state/federal regulations
Provide excellent customer service and support after the sale to support renewals and referrals
Meet or exceed sales goals and performance targets
Qualifications
Sales experience preferred (insurance or related field is a plus)
Strong communication and relationship-building skills
Ability to explain complex information in a simple, customer-friendly way
Self-motivated, goal-oriented, and comfortable working toward targets
Willingness to learn insurance products and complete required training
Valid driver’s license and ability to travel (if required by the role)
Ability to pass licensing requirements (varies by location/type of insurance)
Licensing & Requirements (Customize as Needed)
Must obtain and maintain the appropriate state insurance license(s) (e.g., Life/Health, Property/Casualty)
Background checks may be required
Physical Requirements (Optional)
Ability to sit/stand for extended periods and attend meetings (including remote)
Ability to use a computer and phone for daily customer outreach
Compensation & Benefits (Customize)
Base pay and commission compensation
Performance bonuses and incentives
Health benefits
Paid training and ongoing professional development
Paid time off
401k Retirement Plan with Employer Matching
Work Schedule (Customize)
Full-time
Evenings/weekends may be required based on customer availability