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Job Description
Our Company!:
Join the team at InsureOne Insurance Services America, part of the Confie Family of companies, now part of Alliant Insurance Services, the largest insurance agency in the US. The Confie family of companies has successfully acquired and integrated over 100 acquisitions since 2008, which demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions, so our customers can have peace of mind! While our offices work independently for that hometown feel, we have the resources supported by a corporate environment to provide stability, growth opportunity, and risk support, when needed.
Come Grow With Us!
We are looking for energetic, bright, and talented individuals who want opportunities for career growth to join our team of insurance professionals offering Personal Lines, Commercial/Business, Life and Health insurance to hundreds of thousands of customers across the US. We are working to grow the InsureOne brand and are looking for the right people to be a part of this amazing journey while taking your career and income potential to new heights!
The Role!:
- Commitment- We strive to provide value to our customers, our employees and our company
Accountability- We hold ourselves to the highest standards of accountability in all our actions
Respect- We are always mindful to respect our customers, ourselves and each other
Excellence- We focus on going the extra mile to exceed expectations
Confie conducts phone and video interviews to practice social distancing to accommodate the local and national guidance’s. If you are considered to formally video interview please consider the following recommendations:
- Interviews can be conducted using a laptop or desktop computer with a webcam, tablet or smartphone.
- Find a quiet, private, well-lit place, free from possible interruptions.
- Position your webcam so that you have a neutral background that’s free from distractions.
- Ensure your internet connection is stable.
- Dress business professional.
- Place your phone on do not disturb.
What Will You Do?:
The Role:
An Account Executive is a licensed individual that is tasked with selling new business, renewing accounts, building client relationships, identifies and solicits sales’ prospects and referral sources – is considered outside sales and may have a commissioned only compensation plan.
- Prospects, solicits, quotes and consults for new Personal and/or Commercial accounts
- Counsels and markets to existing clients
- Prequalifies insurance prospects for insurability and quality of risk
- Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
- Completes all required applications and documentation; obtains signed application
- Seeking a Producer who is active and is invested in their community
- Support all local Branch initiatives, as guided by our company’s WE CARE values, sales culture and business needs
The Perfect Match!:
Job Requirements
- Minimum of two (2) years’ experience in sales, preferably P&C Insurance Sales
- Extensive sales skills and customer service focus
- Ability to generate new business sales, retain existing business and cross sell other lines of business
- Relevant understanding of insurance documents and policy forms
- Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
- Pertinent knowledge of insurance markets and special programs
- Appropriate Insurance License
- Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
- Knowledge of agency management systems (Applied EPIC or AMS 360). AMS 360 preferred.
- Independence and ability to function well on a team
- Incredible attention to detail and organizational skills
- Positive attitude in a fast paced environment
- A need to make customers and coworkers feel important and valued
- Capability to work quickly and efficiently
- Methodical, yet swift decision making skills especially in regard to prioritization
- Participates in projects on an as-needed basis
- Precise communication skills, even under time constraints
- Associates or Bachelor’s Degree preferred but not required
