Insurance Account Representative

4 weeks ago


Ayer, Massachusetts, United States BKOutlooks Full time
Insurance Account Representative

We are seeking an experienced Insurance Account Representative to join our team at BKOutlooks. 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 and purchasing personal insurance policies
  • Manage a portfolio of personal lines insurance accounts
  • 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
  • Stay current with industry trends and regulatory changes to provide clients with up-to-date information and advice
Requirements:
  • Active state insurance license in personal lines or ability to obtain one within a specified timeframe
  • 3+ years of experience in personal lines insurance
  • High-school or equivalent


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