Insurance Account Representative
Sherrill Insurance Agency • Tampa, FL, US
Posted 7 months ago
Description
We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now!
Responsibilities
- Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
- Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
- Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Qualifications
- We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
- Must have very strong follow up, written and verbal communication skills and problem-solving skills
- 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
- Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Compensation
131,000 - 158,000 yearly
About Sherrill Insurance Agency
Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products.
- No cold calling
- No Prospecting
- All Lead-based Sales
- Six-figure Mentorship
- Training
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