Account Representative-Personal lines, Hobby farm, Life & Health

The Account Representative is a hybrid customer service and inbound sales role focused on personal lines, hobby farms, and life & health insurance. This position requires strong communication, accurate servicing, and the ability to recommend insurance solutions while managing service and inbound sales in a fast paced environment. The role works closely with sales staff and serves as a key point of contact for clients and new inbound calls

Salary Range: $40,000.00 - $60,000.00 per year

Annual Base Salary Bonus Opportunities

Required

• Property & Casualty insurance license (or willingness to obtain)
• Life & Health insurance license (or willingness to obtain)
• Strong verbal and written communication skills
• Excellent organizational and time management abilities
• Attention to detail and accuracy
• Basic computer proficiency and willingness to learn agency systems

Preferred

• Previous insurance experience
• Experience in customer service, sales, banking, finance, or another client-focused industry
• Knowledge of personal lines, farm, or life & health insurance

Client Service

• Serve as a primary client contact by phone, email, and in person
• Process policy changes, ID cards, vehicle updates, certificates, and other service requests
• Assist with renewals, coverage reviews, and account retention

Sales & Account Growth

• Handle inbound leads for personal, hobby farm, life, and health insurance
• Identify client needs and recommend appropriate coverage solutions
• Cross-sell and upsell insurance products
• Prepare and present new business and rewrite quotes

Challenges of the Role

• Managing multiple quotes, service requests, and deadlines simultaneously
• Balancing customer service with sales expectations
• Identifying accounts that require deeper review or specialist involvement
• Maintaining accuracy in a fast-paced environment
• Remaining resilient and motivated when facing rejection
• Exercising good judgment on accounts that fit agency goals

At Claremont Insurance Agency, LLC, we believe in protecting what matters most to you. As a family-owned agency, we pride ourselves on delivering personalized insurance solutions with a commitment to integrity and service. Our inspiring team fosters a welcoming culture that empowers employees to grow while ensuring our clients feel valued and secure. Join us in making a difference, as we strive to be a trusted partner in our community’s journey toward peace of mind and financial stability.