Insurance Account Representative

We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now!

Responsibilities

• Help create competitive quotes when it is time to issue renewals or make updates to a current policy
• Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
• Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
• Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy

Qualifications

• Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
• Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
• Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
• Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role

About the company

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products.

• No cold calling
• No Prospecting
• All Lead-based Sales
• Six-figure Mentorship
• Training