Account Representative

3 weeks ago


Fort Mitchell, United States Main Street Partners Insurance Full time

Insurance Agency Account Representative


Position Overview: We are seeking an experienced and dedicated Insurance Agency Account Representative to join our team. In this role, you will manage both personal and small commercial insurance accounts, providing top-tier service to our clients. The ideal candidate will have a strong background in insurance, with a minimum of 3 years of experience, and must either hold a current insurance license or be willing to obtain one within 30 days of hire.


Key Responsibilities:

  • Client Management: Serve as the primary point of contact for personal and small commercial clients, handling their insurance needs efficiently.
  • Customer Interaction: Engage with clients both face-to-face and over the phone, delivering exceptional customer service in every interaction.
  • Cross-Selling: Identify opportunities to cross-sell additional insurance products that meet client needs.
  • Client Retention: Develop and maintain strong relationships with clients to ensure high retention rates.
  • Policy Management: Utilize insurance management software to process applications, renewals, and policy changes accurately.
  • Compliance: Ensure all activities comply with industry regulations and company policies.


Qualifications:

  • Experience: Minimum of 3 years of experience in the insurance industry, handling both personal and small commercial lines.
  • Licensing: Current insurance license required, or willingness to obtain within 30 days of hire.
  • Technical Skills: Proficiency with insurance management software.
  • Customer Service: Excellent interpersonal and communication skills, with a strong commitment to client satisfaction.
  • Sales Acumen: Proven ability to cross-sell products and retain clients effectively. This is an in office position and will not require out of office travel.


Benefits:

  • Full time 40hr per week position
  • Competitive salary based on experience
  • Health Insurance




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