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Insurance Account Professional

Birmingham, AL, USA

Job Type

Full Time

Workspace

Onsite

About the Role

As an Insurance Account Professional, you'll play a key role in growing the agency by developing client relationships, identifying insurance needs, and recommending coverage solutions. This is an ideal opportunity for someone who enjoys sales, values relationship-building, and wants to build a rewarding career with unlimited growth potential.

What You'll Do--
Build and maintain strong relationships with new and existing clients.
Identify customer needs and recommend insurance products and coverage options.
Generate new business opportunities through referrals, networking, and outbound outreach.
Follow up on leads and provide insurance quotes.
Review client accounts and identify opportunities for additional coverage.
Meet individual and team sales goals while delivering an exceptional customer experience.

Requirements

  • Strong communication and relationship-building skills.

  • Sales-minded with a passion for helping people.

  • Self-motivated and goal-oriented.

  • Ability to build trust and confidently recommend solutions.

  • Excellent organization and time management skills.

  • Comfortable making outbound calls and following up with prospects.

  • Previous sales or customer service experience preferred.

  • Insurance license is preferred or the willingness to obtain one.

About the Company

We are a growing insurance agency dedicated to helping individuals, families, and businesses protect what matters most. We believe in building long-term relationships through trusted advice, exceptional service, and personalized insurance solutions. If you're driven, enjoy connecting with people, and are motivated by achieving goals, we'd love to have you on our team.

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