Now Hiring - Acacia Insurance - Professional Services Affluent Client & Wine Insurance Specialist (MA P&C license required) in Waltham, MA

Full description of the position

About us

(This is a hybrid role with 2-3 days/week in the office)

Acacia Insurance ([please apply online] is a fast-growing boutique insurance agency serving affluent families, businesses, and wine collectors (via [please apply online] in 30+ states. Insurance experience and a property & casualty license are required. A $500 hiring bonus may apply to qualified candidates.

Our work environment includes:

• Work-from-home days
• Casual work attire
• Relaxed atmosphere
• Growth opportunities

The ideal candidate for Acacia Insurance & InsureMyWine.com will be someone who is dynamic & a good communicator, goal-oriented, self-motivated and has at least 3 years of sales, service, or call center experience. Other qualities should include strong problem solving skills, an entrepreneurial attitude, and the ability to both service and sell through electronic communications, including email.

(Special consideration given for NCAA sports experience, mortgage broker, and retail sales experience.)

Our culture is driven by creative people focused on clients. Our staff benefits from access to the right insurance companies, supportive training, and a friendly environment that values camaraderie. We also have on-site financial planning, helping us attract higher-end clients seeking professionally designed, end-to-end solutions.

If you want a competitive salary, commissions, quarterly bonuses, 100% paid health insurance coverage and a 401k match, along with a constructive, supportive work environment, we look forward to hearing from you. Local candidates (Boston/Worcester/Providence) are preferred, work-from-home 3 days/week.

Responsibilities:

• Sell and manage insurance portfolios, support our wine insurance business across the United States.
• Service and manage existing accounts by responding to client inquiries on subjects such as claims, billing, policy changes, and new quotations.
• Document interactions and process requests as necessary, according to agency guidelines.
• Maximize retention through account rounding and superior customer service
• Identify up-sell, cross-sell, and account rounding opportunities as appropriate.
• Quote and process in-bound new business requests.
• Cultivate long-term client relationships by resolving requests and addressing concerns within a timely manner.
• Demonstrate a high degree of professionalism at all times.
• Meet monthly workflow expectations as set by management.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

COVID-19 considerations:
All employees are expected to be fully vaccinated and boosted. Masks are optional in the office, required when/if requested by clients during a meeting.

Application Question(s):

• Please confirm that you live in Massachusetts or Rhode Island.

Experience:

• sales or call center: 3 years (Required)

Work Location: Hybrid remote in Waltham, MA 02451