Insurance Account Representative

2 weeks ago


Ayer, Massachusetts, United States BK Outlooks Full time
Job Title: Insurance Account Representative Job Summary: We are seeking an experienced Insurance Account Representative to join our team at BK Outlooks. As an Insurance Account Representative, you will be responsible for assisting clients with selecting, purchasing, and managing personal insurance policies to ensure adequate coverage and protection. Key Responsibilities: * Assist clients with selecting, purchasing, and managing personal insurance policies to ensure adequate coverage and protection * 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 Requirements: * Active state insurance license (MA state) in personal lines or ability to obtain one within a specified timeframe * 3+ years of experience in personal lines insurance * High school or equivalent About Us: BK Outlooks is a full-service insurance company dedicated to providing exceptional customer service and innovative insurance solutions. We are committed to helping our clients achieve their goals and protect their assets.

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