What are the responsibilities and job description for the Insurance Account Executive position at Fallon Insurance Agency?
Job Description
Job Description
- Starting Salary is $45,000 a year Bonuses
- An assessment will be sent to you when you apply. You will not be interviewed unless assessment is completed.
We are seeking a motivated, results-driven Insurance Account Executive to join our team. This is a salary-based position with performance bonuses, offering a structured compensation plan that rewards production and success. As an Insurance Account Executive, you will sell home, auto, and life insurance policies and ensure clients receive the best protection tailored to their needs.
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)
Dental Insurance
Work from Home
Health Insurance
Vision Insurance
Disability Insurance
Career Growth Opportunities
Retirement Plan
Mon-Fri Schedule
Responsibilities
Sales & Client Acquisition : Engage with potential clients, provide insurance quotes, and close sales efficiently.
Lead Management : Work with agency-provided leads, making outbound calls and following up on inquiries.
Product Knowledge & Consultation : Educate clients on policy options, bundling opportunities, and coverage benefits.
Cross-Selling : Identify and recommend additional coverage options, including life insurance.
Customer Relationship Management : Build and maintain strong client relationships, ensuring long-term satisfaction.
Compliance & Documentation : Accurately document all sales interactions and follow industry regulations.
Performance Tracking : Meet and exceed monthly production goals to qualify for salary adjustments and bonuses.
Requirements
Licensed in Property & Casualty Insurance (P&C) (Life insurance license preferred or must be obtained within 90 days).
Proven Sales Experience, preferably in insurance, financial services, or a related industry.
Strong Communication Skills to engage with clients and present coverage options effectively.
Goal-oriented mindset with the ability to meet and exceed performance targets.
Attention to detail is needed to ensure accuracy in quotes, policies, and compliance requirements.
Proficiency in Technology, including CRM systems and quoting tools.
Salary : $45,000
