What are the responsibilities and job description for the Insurance Account Specialist 1 position at RBI Insurance Agency?
Job Description
Job Description
Primary role is to provide risk management solutions utilizing relationship building & consultative selling techniques.
Responsibilities include, but are not limited to :
Meet or exceed individual sales activity & production goals.
Interview prospective clients to obtain information about their financial resources and needs, the physical condition of the person or property to be insured and to discuss any existing coverage.
Analyze and explain features, advantages, and disadvantages of various policies.
Ability to problem solve, communicate and make recommendations that are in the best interest of the client.
Provide the highest degree of service and take ownership for each relationship. Essential Functions :
Regularly required to reach with hands and arms, talk or hear, stand, walk and sit for long periods of
time.
Working conditions are normal for an office environment and include operating a motor vehicle in a safe manner while attending meetings and events as required.
Check to ensure appropriate changes were made to resolve customer needs and exceed expectations.
Ability to communicate professionally at all levels and work independently as needed.
Excellent verbal and communication skills on all levels.
Able to read, comprehend information and ideas and convey information effectively
Perform administrative tasks such as maintaining records and handling policy renewals.
Pass pre-employment screening and background checks.
Requirements include : Property & Casualty License required. High School diploma or equivalent preferred.
Must have the ability to actively look for ways to help each client and demonstrate our core values of proving a true, concierge client experience.
Ability to manage one’s own time effectively including a healthy work / life balance.
Making decisions and solving problems including educating and guiding prospects through a process to find the ideal outcome.
Ability to handle stressful situations with skill, professionalism and empathy.
To perform this job must be responsible, stable and enjoy challenges that can be deeply rewarding.
High attention to detail and thorough in completing policy requirements including any necessary medical examinations and the completion of appropriate forms on-time.
Positive Team member, respectful and pleasant with others. Enthusiastic with a forward-looking perspective and attitude.
Must be proficient with computer, Microsoft Office and various software
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Insurance Account Specialist 1?
Sign up to receive alerts about other jobs on the Insurance Account Specialist 1 career path by checking the boxes next to the positions that interest you.
