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Account Representative-Personal lines, Hobby farm, Life & Health

Job in Claremont, Dodge County, Minnesota, 55924, USA
Listing for: The Juris Agency
Full Time position
Listed on 2026-10-01
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent & Advisor, Health Insurance, Life Insurance
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Job Description

The Account Representative is a hybrid customer service and inbound sales role focused on personal lines, hobby farms, and life & health insurance. This position requires strong communication, accurate servicing, and the ability to recommend insurance solutions while managing service and inbound sales in a fast paced environment. The role works closely with sales staff and serves as a key point of contact for clients and new inbound calls

Benefits
  • Paid Time Off (PTO)
  • Life Insurance
  • Disability Insurance
  • Hands on Training
  • Mon-Fri Schedule
  • Retirement Plan
  • Career Growth Opportunities
  • Health Insurance Reimbursement Plan'
Responsibilities

Client Service

  • Serve as a primary client contact by phone, email, and in person
  • Process policy changes, , vehicle updates, certificates, and other service requests
  • Assist with renewals, coverage reviews, and account retention

Sales & Account Growth

  • Handle inbound leads for personal, hobby farm, life, and health insurance
  • Identify client needs and recommend appropriate coverage solutions
  • Cross-sell and upsell insurance products
  • Prepare and present new business and rewrite quotes

Challenges of the Role

  • Managing multiple quotes, service requests, and deadlines simultaneously
  • Balancing customer service with sales expectations
  • Identifying accounts that require deeper review or specialist involvement
  • Maintaining accuracy in a fast-paced environment
  • Remaining resilient and motivated when facing rejection
  • Exercising good judgment on accounts that fit agency goals
Requirements

Required

  • Property & Casualty insurance license (or willingness to obtain)
  • Life & Health insurance license (or willingness to obtain)
  • Strong verbal and written communication skills
  • Excellent organizational and time management abilities
  • Attention to detail and accuracy
  • Basic computer proficiency and willingness to learn agency systems

Preferred

  • Previous insurance experience
  • Experience in customer service, sales, banking, finance, or another client-focused industry
  • Knowledge of personal lines, farm, or life & health insurance
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