Account Executive L&H
About The Position
The Inside Sales Representative in this role is responsible for telephone marketing and sales of insurance products to members/clients. Meets established sales targets and other quality of business factors. Assist customers with product information and recommendations for the life and health products offered through the Affinity Group. Work with business and marketing units to encourage and promote customer retention. Your Impact: Sells insurance products to prospective member/clients by making and receiving telephone calls. Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations. Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals and provides input to management to help identify opportunities to improve sales. Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals. Calculates and presents quotes, writes insurance applications, follows up regarding pending or incomplete transactions as needed. Document sales activities in the Customer Relationship Management (CRM) system. Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis. Refers questions to an appropriate resource if unable to resolve problem. Maintains insurance product knowledge and selling techniques.
Requirements
- 1+ year of sales experience, preferably in the insurance industry.
- Insurance sales and/or telemarketing experience preferred.
- Basic PC skills required, including spreadsheet and word processing software.
Responsibilities
- Sells insurance products to prospective member/clients by making and receiving telephone calls.
- Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations.
- Responsible for meeting individual sales and quality of business targets.
- Reviews and analyzes sales reports and other data to monitor progress towards stated goals and provides input to management to help identify opportunities to improve sales.
- Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals.
- Calculates and presents quotes, writes insurance applications, follows up regarding pending or incomplete transactions as needed.
- Document sales activities in the Customer Relationship Management (CRM) system.
- Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis.
- Refers questions to an appropriate resource if unable to resolve problem.
- Maintains insurance product knowledge and selling techniques.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
