What are the responsibilities and job description for the Account Representative position at Waterstone Insurance?
Benefits:
- Licensing paid by agency
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:
Our agency is looking for a dependable and detail-focused professional to join our team as a Commercial Lines Account Representative. This is a full-time, in-office role dedicated entirely to client service — no sales involved. We’re seeking someone who enjoys organization, problem-solving, and providing top-notch support to both clients and team members.
Our agency is looking for a dependable and detail-focused professional to join our team as a Commercial Lines Account Representative. This is a full-time, in-office role dedicated entirely to client service — no sales involved. We’re seeking someone who enjoys organization, problem-solving, and providing top-notch support to both clients and team members.
What You’ll Do:
- Handle service needs for commercial insurance clients, including policy updates, renewals, certificates, and billing assistance
- Communicate professionally with clients and carriers to ensure requests are handled promptly and accurately
- Maintain organized client records and documentation
- Support account managers and producers with day-to-day administrative and policy-related tasks
- Follow agency procedures to ensure compliance and excellent service standards
What We’re Looking For:
- Previous office or professional experience (insurance background is a plus, but not required)
- Strong communication skills and a customer-first mindset
- Excellent attention to detail and ability to prioritize tasks effectively
- Comfortable using technology and learning new systems
- Licensed in Property & Casualty preferred, or willing to obtain licensing
What You Can Expect:
- A supportive and collaborative office environment
- Opportunities to learn and grow within the insurance industry
- A role focused solely on service — not sales
Salary : $17 - $21