Account Representative Department

Benefits

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Health insurance
• Paid time off

The Benefits Representative will work directly with internal and external producers and customers to assist in daily activities associated with the Benefits department of the agency.

• Learn the agency benefit carriers and potential carriers to place applicable lines of business for customers.
• Promptly and accurately respond to requests of benefit producers and customers.
• Consult customers on best point of contact for questions and assist in resolutions to client questions and concerns.
• Properly record and retrieve data using the agency management systems.
• Provide professional and courteous service to agency insureds by telephone and email correspondence.
• Accurately record client notes in agency management system for activities related account servicing.
• Properly acquire needed documentation for quoting, rate comparisons and proposals
• Produce professional quotes and presentation materials needed for sales, enrollments, and renewals.

• Communication proficiency in person and by phone with team members and insureds
• Proficiency in sending emails to clients and responding to team member requests.
• Ethical Conduct
• Flexibility
• Initiative
• Time Management
• Typing of a minimum of 40 wpm

This position has no supervisory responsibilities.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Occasional weekend event participation required.

Travel to local events and trade shows and occasional client site travel may be necessary.

215 Insurance License Associate degree or high school diploma with three years’ work experience

440 Insurance License – may be obtained on the job for qualified applicants.

4 Year college degree

• Proficiency with Microsoft Outlook, Word, Excel, Database entry