Now Hiring - Luis Health Guy LLC - Client Account Assistant in West Palm Beach, FL

Full description of the position

We're looking for a driven, people-focused Client Account Assistant who thrives in a fast-paced, sales-oriented environment. This role is ideal for someone who enjoys building relationships, closing opportunities, and delivering top-tier customer support while growing their career in the insurance industry. As a key member of our sales team, you'll work directly with prospects and existing clients--helping convert leads, retain accounts, and uncover opportunities to expand coverage. What You'll Do * Engage with new and existing clients to drive sales and retention * Follow up on inbound leads and warm prospects to close policies * Assist clients with policy changes, renewals, and coverage reviews * Identify cross-sell and upsell opportunities to increase account value * Deliver confident, solution-based conversations over phone, email, and in person * Maintain accurate client and sales records in CRM and agency systems What We're Looking For * Sales mindset with strong communication and persuasion skills * Experience in sales, customer service, or account management (insurance a plus) * Comfortable handling objections and closing conversations * Organized, goal-oriented, and motivated by results * Tech-savvy with the ability to learn CRM and quoting systems quickly * Florida insurance license preferred or willingness to obtain (training available) What We Offer * Sales training and mentorship from experienced professionals * Clear path for advancement within the agency * Supportive, high-energy team environment * Long-term career stability in a growing industry * Convenient West Palm Beach office location Pay: $75,000.00 - $90,000.00 per year Benefits: * Flexible schedule * On-the-job training * Professional development assistance Ability to Commute: * West Palm Beach, FL 33401 (Required) Ability to Relocate: * West Palm Beach, FL 33401: Relocate before starting work (Required) Work Location: In person