Insurance Account Representative

Whittlesey Agency LLC
  • Snohomish, WA
  • Full-time
  • Autofill and Review
25 days ago

Job Description

Benefits:
  • 401(k)
  • Employee discounts
  • Health insurance
  • Paid time off

About the Role:
Whittlesey Agency LLC is looking for a driven and personable Account Representative that act as Insurance Sales Producer to join our team in Snohomish, WA. This is an exciting opportunity to build meaningful client relationships while growing your career in a rewarding and fast-paced sales environment. If you're passionate about helping people protect what matters most, we want to hear from you!



Responsibilities:
  • Prospect and generate new business leads through networking, referrals, and outbound outreach
  • Consult with clients to assess coverage needs and recommend appropriate insurance products
  • Prepare and present insurance quotes for personal, commercial, or life and health lines
  • Build and maintain a strong book of business through ongoing client relationship management
  • Follow up on leads, renewals, and policy changes to ensure client satisfaction and retention
  • Stay current on carrier products, underwriting guidelines, and industry trends
  • Meet or exceed monthly and annual sales production goals
Qualification:
  • Active Washington State Property & Casualty or Life & Health insurance license (or ability to obtain)
  • Proven sales experience, preferably in insurance or a related financial services field
  • Strong communication, negotiation, and interpersonal skills
  • Self-motivated with a results-driven mindset and ability to work independently
  • Proficiency with CRM software and basic computer applications
  • High school diploma or equivalent required; bachelor's degree preferred
  • Ability to build trust and rapport with a diverse client base
About Us:
Whittlesey Agency LLC is a trusted independent insurance agency proudly serving the Snohomish, WA community and surrounding areas. Our clients rely on us for personalized coverage solutions and the kind of attentive service that big-box agencies simply can't match. We foster a supportive, team-oriented culture where our producers are empowered to thrive and build long-lasting careers.

Numbers & Facts

LocationSnohomish, WA
Job TypeFull-time

Skills

  • Communication Skillsunmatched
  • Computer Softwareunmatched
  • Consultingunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Retention/Renewalunmatched
  • Customer Satisfactionunmatched
  • Exceeded Sales Goalunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Industry/Trade Analysisunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Interpersonal Skillsunmatched
  • Lead Generationunmatched
  • Life Insuranceunmatched
  • Needs Assessmentunmatched
  • Negotiation Skillsunmatched
  • Salesunmatched
  • Underwritingunmatched

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