Account Representative

2 weeks ago


Muskegon, MI, United States Waterstone Insurance Full time

Benefits:

Licensing paid by agency

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Position Overview: Our agency is looking for a dependable and detail-focused professional to join our team as a Commercial Lines Account Representative. This is a full-time, in-office role dedicated entirely to client service — no sales involved. We’re seeking someone who enjoys organization, problem-solving, and providing top-notch support to both clients and team members.

What You’ll Do:

Handle service needs for commercial insurance clients, including policy updates, renewals, certificates, and billing assistance

Communicate professionally with clients and carriers to ensure requests are handled promptly and accurately

Maintain organized client records and documentation

Support account managers and producers with day-to-day administrative and policy-related tasks

Follow agency procedures to ensure compliance and excellent service standards

What We’re Looking For:

Previous office or professional experience (insurance background is a plus, but not required)

Strong communication skills and a customer-first mindset

Excellent attention to detail and ability to prioritize tasks effectively

Comfortable using technology and learning new systems

Licensed in Property & Casualty preferred, or willing to obtain licensing

What You Can Expect:

A supportive and collaborative office environment

Opportunities to learn and grow within the insurance industry

A role focused solely on service — not sales



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