Account Contact Representative (Part Time)
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Overview
Job Description
The Account Contact Representative (ACR) serves as our agency's first point of proactive outreach to both prospective and existing clients. This role is responsible for generating opportunities through outbound contact efforts, strengthening client relationships, and supporting agency growth through consistent execution of our marketing and client communication strategies.
This is not a high-pressure sales role. Instead, it is a relationship-building position focused on creating meaningful conversations that lead to appointments, policy reviews, referrals, and new business opportunities.
Salary Range: $16.00 - $18.00 per hour
BenefitsHourly Base Salary + Bonus Opportunities
Flexible Schedule
Career Growth Opportunities
Mon-Fri Schedule
Hands on Training
Responsibilities
New Lead Acquisition
Contact new leads through phone, text, email, and other approved communication channels.
Build rapport and establish positive first impressions.
Gather basic information and identify insurance needs.
Schedule appointments for Account Executives.
Follow up consistently with prospects who have not yet made a buying decision.
Maintain accurate records of all communications.
Existing Client Marketing Matrix
Execute agency marketing campaigns and communication plans.
Contact clients for:
- Policy reviews
- Life insurance conversations
- Cross-selling opportunities
- Referral requests
- Birthday and anniversary outreach
- Renewal check-ins
- Agency events and promotions
Strengthen client relationships through consistent, meaningful touchpoints.
Database Management
- Maintain accurate client and prospect information.
- Update CRM notes and activity records.
- Track outreach efforts and results.
- Assist in keeping marketing lists current and organized.
What Success Looks Like
A successful Account Contact Representative:
- Creates positive experiences for prospects and clients.
- Consistently schedules quality appointments.
- Helps maintain strong client retention through proactive outreach.
- Supports agency growth through referral generation and lead engagement.
- Completes assigned marketing campaigns accurately and on time.
- Represents the agency's mission and values in every interaction.
The ideal candidate is someone who genuinely enjoys talking with people and creating connections.
They are:
- Friendly and approachable
- Positive and upbeat
- Comfortable starting conversations
- Organized and dependable
- Persistent without being pushy
- Detail-oriented
- Coachable and eager to learn
- Comfortable making outbound calls
- Motivated by helping others
- Professional in both written and verbal communication
Preferred Experience
Preferred but not required:
- Customer service experience
- Inside sales experience
- Call center experience
- Retail customer interaction
- Insurance industry experience
- CRM software experience
We are willing to train the right person who demonstrates strong communication skills, a positive attitude, and a genuine desire to help people.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
