Account Executive at Phelan Insurance Agency Inc Versailles, OH
Job Description
Account Executive job at Phelan Insurance Agency Inc. Versailles, OH. Job Description
Join Phelan Insurance Agency Inc, a dynamic and customer-centric company renowned for its commitment to excellence in insurance sales. As an Account Executive based in Versailles, Ohio, you'll be part of a forward-thinking team deeply rooted in the community, while benefiting from the flexibility of a hybrid remote work environment. We pride ourselves on creating positive client experiences and delivering personalized insurance solutions that meet individual needs.
In this inviting role, you'll be at the forefront of providing strategic guidance to clients, helping them navigate the complexities of insurance with ease. Your expertise and passion for service will be key in building lasting relationships with clients. If you're ready to make a meaningful impact in a supportive and growth-oriented environment, Phelan Insurance Agency Inc looks forward to welcoming you aboard.
Benefits
- Annual Base Salary + Commission
- Paid Time Off (PTO)
- Work from Home
- Flexible Schedule
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Parental Leave
- Hands on Training
- Tuition Reimbursement
- Mon-Fri Schedule
- Career Growth Opportunities
- Retirement Plan
- Associate Incentive Plan
Responsibilities
- Account Management: Develop, nurture, and maintain relationships with new and existing clients, ensuring a high level of client satisfaction and loyalty.
- Sales Target Achievement: Meet or exceed sales quotas by identifying opportunities within the existing client base and generating new leads.
- Insurance Plan Customization: Understand clients' individual needs and design tailored insurance solutions, offering appropriate policy recommendations.
- Client Consultation: Serve as the primary point of contact for policyholders, assisting them in understanding their insurance policies and benefits.
- Cross-Selling Opportunities: Recognize and seize cross-selling opportunities to enhance coverage plans and meet clients evolving needs.
- Market Research: Keep abreast of industry trends to offer the most relevant advice and information to clients.
Requirements
- Licensing: Must have or be willing to obtain an Ohio Property & Casualty or Life and Health license.
- Experience: Prior experience in insurance sales or customer service is an asset.
- Communication Skills: Excellent verbal and written communication skills.
- Customer Focus: A passion for helping clients and providing exceptional service.
- Adaptability: Comfortable with hybrid work environments, balancing in-office and remote work.
- Team-Oriented: Capability to work collaboratively within a team, sharing knowledge and support.
- Technical Skills: Proficiency with CRM systems and general computer skills is required.