Insurance Account Representative Personal Lines

Job Summary

We are looking for an Insurance Account Representative to join a fullservice insurance company in Ayer MA. This role assists clients with selecting purchasing and managing personal insurance policies to ensure adequate coverage and protection.

Responsibilities:

• 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 uptodate client records in the agency management system.
  
• Stay current with industry trends and regulatory changes to provide clients with uptodate information and advice.
  
• Meet or exceed sales and retention goals set by the agency
  

Must Have:

• Minimum of 3 years of experience in personal lines insurance.
  
• Active state insurance license in personal lines or ability to obtain one within a specified timeframe.
  

Benefits:

• Competitive compensation
  
• Paid Holidays
  
• PTO
  
• Sick Leave
  
• Health Insurance (Medical Dental Vision)
  
• 401K with match