Insurance Account Manager and Sales Representative
We're looking for a motivated, goal-oriented professional to join our Insurance Sales Team in Appleton WI area . In this role, you'll focus on prospecting and selling new accounts while also managing and servicing an existing book of business. Our team offers a supportive atmosphere, a top-notch service department, and clear opportunities for growth and advancement.
Key Responsibilities :
Identify and pursue new business opportunities through cold calls, referrals, networking, and lead generation
Gather client information and prepare necessary documentation
Review coverage details to ensure appropriate insurance solutions are being offered
Present proposals and coverage options to prospective clients
Support the application and submission process
Build and maintain relationships to retain renewal clients throughout the year
Deliver exceptional service and maintain a positive client experience
What We're Looking For :
A confident self-starter who works well independently
Strong time management and organizational skills
A positive attitude and eagerness to learn
Excellent problem-solving skills and attention to detail
Strong written and verbal communication abilities
Willingness to obtain a Property & Casualty insurance license within 60 days of hire
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Commercial Account • Kaukauna, WI, US