Insurance Account Representative

We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secure system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sounds like a job you’ll love? Apply now!

Compensation: $42,500 yearly

Qualifications

• Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
• Candidates should be very strong communicators and problem solvers, and have great follow-up skills
• Must have active insurance license in your state or must be willing to get licensed in 90 days
• Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Associates or Bachelor’s degree required, or commensurate insurance industry experience
  
  

Responsibilities

• Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
• Assist with the renewal process and any policy updates by providing competitive quotes
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
• Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage