Insurance Account Representative

Our growing firm is seeking an organized and friendly account manager to play a strategic role on our team. You’ll be responsible for answering any client questions or concerns about coverage, policy changes, and billing deadlines. Our ideal candidate will be able to provide an excellent customer experience and demonstrate a basic understanding of our insurance products. If you are a strong communicator with strong attention to detail and have an interest in growing your career in the insurance industry, we’ll train you up on the skills you need to succeed in this role.

Can’t wait to get started? Apply to join the team today!

• Help create competitive quotes when it is time to issue renewals or make updates to a current policy
• Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
• 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
• Implement strategies to optimize efficiency, increase profitability, and elevate the customer experience

• Set clear goals, track performance, and hold teams accountable to high standards
• Collaborate with stakeholders to align short-term priorities with long-term goals
• Ensure adherence to operational policies and industry best practices
• Lead recruitment, onboarding, and performance management efforts
• Implement strategies to optimize efficiency, increase profitability, and elevate the customer experience

• Active insurance license in your state or willing to get licensed in 90 days
• Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
• Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
• Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
• Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)

$75,000 per year