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Insurance Account Representative

1 month ago


Traverse City, United States The Baker Insurance Agency LLC Full time
Job DescriptionJob Description

Are you ready to start your career at The Baker Insurance Agency LLC, where we prioritize customer service excellence and community relationships above all else? Located in beautiful Traverse City, Michigan, our agency is deeply rooted in providing top-notch service to our valued clients. We are currently seeking a dedicated Insurance Account Representative to join our team.

In this role, you will have the opportunity to engage with clients, provide personalized solutions, and contribute to the overall success of our agency. The Baker Insurance Agency LLC is committed to fostering a positive work environment that encourages growth, collaboration, and continuous improvement.

If you are passionate about delivering exceptional customer service, building strong relationships, and working within a supportive team environment, we invite you to apply for this position today and become a valued member of our close-knit team.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Uncapped Earning Potential


Responsibilities

Client Interaction: Engage with customers in person, offering personalized insurance advice and solutions.

Policies Management: Handle policy inquiries, modifications, and updates accurately and efficiently.

Claims Assistance: Assist clients with filing insurance claims and provide guidance throughout the process.

Customer Support: Address client inquiries and concerns promptly, ensuring timely and satisfactory resolutions.

Documentation: Maintain accurate records of client interactions and policy details.


Requirements

Customer Service Skills: Strong ability to communicate effectively, build rapport with clients, and provide exceptional service.

Organizational Skills: Detail-oriented with the ability to manage multiple tasks, prioritize workload, and meet deadlines.

Insurance Knowledge: Basic understanding of insurance products, services, and industry practices preferred.

Professionalism: Maintain a positive attitude, professional demeanor, and represent the agency in a courteous and helpful manner at all times.

Team Player: Collaborate effectively with colleagues, contribute to a positive work environment, and support team goals.

Location: Must be located in or willing to relocate to Traverse City, Michigan.


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