Account Associate


Baldwin, NY

What you'll be doing

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day.

What your background should be

Successful track record of meeting sales goals/quotas preferred. Interest in marketing products and services based on customer needs. Excellent interpersonal skills. Excellent communication skills written, verbal and listening. Proactive in problem solving. Experience in a variety of computer applications, particularly windows.

Required Schooling / Training

Not specified

Who is the client company

Insurance and financial services provider company.
If you are interested in this position, send your resume to