Account Representative
Gomez Insurance Agency
Account Representative
Gomez Insurance Agency
Posted 4 months ago
Full Time
Chicago, Illinois
In Person
Smart Summary
Responsibilities
The Account Representative will manage client accounts, provide tailored insurance solutions, and conduct regular policy reviews to ensure optimal coverage. They will also collaborate with the team to achieve sales targets while maintaining accurate records in CRM software.
Qualifications
You have an active insurance license in Illinois and possess strong communication and organizational skills. You are proficient in Microsoft Office and CRM software, with the ability to manage client accounts and provide tailored insurance solutions.
Must Have Skills for ATS
License reimbursement
CRM software
Microsoft Office
Job Description
- Simple IRA with employer match
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Responsibilities:
- Manage client accounts and provide tailored insurance solutions to meet individual needs.
- Conduct regular policy reviews and updates to ensure optimal coverage.
- Develop and maintain strong relationships with clients to foster loyalty and retention.
- Stay informed about industry trends and changes in insurance regulations.
- Collaborate with team members to achieve sales targets and enhance service delivery.
- Utilize CRM software to track client interactions and maintain accurate records.
- Active insurance license in the state of Illinois (Property/Casualty or Life/Health).
- Strong communication and interpersonal skills to build client rapport.
- Detail-oriented with excellent organizational skills.
- Proficient in Microsoft Office and experience with CRM software.
- Ability to work independently and as part of a team in a fast-paced environment.
- Positive attitude and a passion for helping clients achieve their insurance goals.
- Bilingual Spanish preferred.
Gomez Insurance Agency
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