Document
Status:
CLOSED
Job ID:
28752
Title:
Insurance Account Representative
Applications Invited from Countries:
United States
Job Description

Job Title: Insurance Account Representative

Location: Ayer, MA

Duration: Full time

Job Description:

We are looking for an Insurance Account Representative to join a full-service insurance company in Ayer, MA. This role assists clients with selecting, purchasing, and managing personal insurance policies to ensure adequate coverage and protection.

 

Responsibilities:

  • Manage a portfolio of personal lines insurance accounts, including homeowners, auto, renters, and umbrella policies.
  • Provide exceptional customer service by responding promptly to client inquiries and processing policy changes.
  • Review client accounts at renewal time and proactively remarket accounts to find the best coverage options and pricing.
  • Work with underwriters and insurance carriers to negotiate policy terms and conditions.
  • Educate clients on insurance coverage options and assist in selecting appropriate products based on their needs.
  • Handle claims reporting and follow up on the resolution process to ensure client satisfaction.
  • Maintain accurate and up-to-date client records in the agency management system.
  • Stay current with industry trends and regulatory changes to provide clients with up-to-date information and advice.
  • Meet or exceed sales and retention goals set by the agency.

 

Job Insight:

Must Have:

  • Minimum of 3+ years of experience in personal lines insurance.
  • Active state insurance license in personal lines or ability to obtain one within a specified timeframe.

Benefits:

  • Competitive compensation
  • Paid Holidays
  • PTO
  • Sick Leave
  • Health Insurance (Medical, Dental, Vision)