Sherrill Insurance Agency
Insurance Customer Service Representative
Sherrill Insurance Agency, Tampa, Florida, us, 33646
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
Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
Qualifications
Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Must have active insurance license in your state or must be willing to get licensed in 90 days
Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
Candidates should be very strong communicators and problem solvers, and have great follow‑up skills
Compensation $131,000-$158,000 per year
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Responsibilities
Consult with clients to help process quotes and issue renewals or any updates needed to current policies
Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
Qualifications
Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Must have active insurance license in your state or must be willing to get licensed in 90 days
Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
Candidates should be very strong communicators and problem solvers, and have great follow‑up skills
Compensation $131,000-$158,000 per year
#J-18808-Ljbffr