Sherrill Insurance Agency
Insurance Account Representative
Sherrill Insurance Agency, Fort Myers, Florida, United States, 33916
We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!
Responsibilities
Consult with clients to help process quotes and issue renewals or any updates needed to current policies
Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full 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
Qualifications
Must have very strong follow-up, written and verbal communication skills and problem-solving skills
We are looking for candidates with an Associate’s or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
Compensation $121,000-$143,000 per year
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Responsibilities
Consult with clients to help process quotes and issue renewals or any updates needed to current policies
Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full 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
Qualifications
Must have very strong follow-up, written and verbal communication skills and problem-solving skills
We are looking for candidates with an Associate’s or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
Compensation $121,000-$143,000 per year
#J-18808-Ljbffr