Insurance Account Representative

Sherrill Insurance Agency
• Fort Myers , FL , US

Posted a day ago

We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems.

This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!

• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
• Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
• 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

• Must have very strong follow up, written and verbal communication skills and problem-solving skills
• We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
• Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• 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
• Applicants must have an active insurance license in their state or be willing to get licensed in 90 days

121, yearly

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products. We focus on the Senior Market to evaluate and meet their insurance needs.

• No cold calling
• No Prospecting
• All Lead-based Sales
• Training

We are looking for go-getters who are ready to take their careers to the next level.