Account Manager - Wilks Insurance Agency, Inc.

If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an independent agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!

We offer a great benefits package including Profit Sharing!!

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Health Insurance

Evenings Off

Life Insurance

Retirement Plan

Responsibilities

• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of customer(s) over the phone
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
• Provide customers with additional information about new products and services.
• Stay up-to-date on industry market trends and best practices

• Property & Casualty insurance experience and an active Ohio insurance license preferred.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Follow through and exceed current and prospective client expectations.
• Experience with the Applied Agency management system is preferred but not required.
• Excellent written and verbal communication skills.
• Deadline and detail-oriented.