Insurance Account Representative

Posted 2 days ago

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!

• Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
• Help create competitive quotes when it is time to issue renewals or make updates to a current policy
• 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
• Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
• Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding

• Candidates should be very strong communicators and problem solvers, and have great follow-up skills
• Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
• Associates or Bachelor’s degree required, or commensurate insurance industry experience
• Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
• Active insurance license in your state or willing to get licensed in 90 days

$42,500 yearly

The Templeton Team will strive daily to provide customer service above and beyond our customers  expectations. The Templeton Team is going to create an ongoing and lasting relationship with our customers. We focus on Car Insurance, Home Insurance, Life Insurance, Business Insurance, Condo Insurance, Renters Insurance, Health Insurance, and more throughout the Carrollton, GA area. Our team will meet our customers  financial needs while at the same time helping our customers reach their goals and dreams.

We are here to help you stay protected.