Insurance Account Representative Personal Lines
Insurance Account Representative Personal Lines
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Job Description
Role: Insurance Account Representative (Personal Lines)
Location: Ayer MA (Onsite)
Duration: Full Time/Permanent
Job Description:
Skills: insurance personal lines insurance
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.
Job Summary
We are looking for an Insurance Account Representative to join a fullservice 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 uptodate client records in the agency management system.
Stay current with industry trends and regulatory changes to provide clients with uptodate information and advice.
Meet or exceed sales and retention goals set by the agency.
Benefits:
Competitive compensation
Paid Holidays
PTO
Sick Leave
Health Insurance (Medical Dental Vision)
401K with match
Employment Type
Full Time
