Insurance Account Representative

Whittlesey Agency LLC

Insurance Account Representative

Snohomish, WA
Paid
  • Responsibilities

    Benefits:

    401(k)

    Employee discounts

    Health insurance

    Paid time off

    About the Role:

    Whittlesey Agency LLC is looking for a driven and personable Account Representative that act as Insurance Sales Producer to join our team in Snohomish, WA. This is an exciting opportunity to build meaningful client relationships while growing your career in a rewarding and fast-paced sales environment. If you're passionate about helping people protect what matters most, we want to hear from you!

    Responsibilities:

    Prospect and generate new business leads through networking, referrals, and outbound outreach

    Consult with clients to assess coverage needs and recommend appropriate insurance products

    Prepare and present insurance quotes for personal, commercial, or life and health lines

    Build and maintain a strong book of business through ongoing client relationship management

    Follow up on leads, renewals, and policy changes to ensure client satisfaction and retention

    Stay current on carrier products, underwriting guidelines, and industry trends

    Meet or exceed monthly and annual sales production goals

    Qualification:

    Active Washington State Property & Casualty or Life & Health insurance license (or ability to obtain)

    Proven sales experience, preferably in insurance or a related financial services field

    Strong communication, negotiation, and interpersonal skills

    Self-motivated with a results-driven mindset and ability to work independently

    Proficiency with CRM software and basic computer applications

    High school diploma or equivalent required; bachelor's degree preferred

    Ability to build trust and rapport with a diverse client base

    About Us:

    Whittlesey Agency LLC is a trusted independent insurance agency proudly serving the Snohomish, WA community and surrounding areas. Our clients rely on us for personalized coverage solutions and the kind of attentive service that big-box agencies simply can't match. We foster a supportive, team-oriented culture where our producers are empowered to thrive and build long-lasting careers.