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Insurance Account Representative

Sherrill Insurance Agency, Fort Myers, FL, United States


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!

Compensation: 121,000 - 143,000 yearly

Responsibilities:

Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding

Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates

Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy

Help create competitive quotes when it is time to issue renewals or make updates to 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

Qualifications:

Candidates should be very strong communicators and problem solvers, and have great follow-up skills

Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered

Must have active insurance license in your state or must be willing to get licensed in 90 days

Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)

Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset

About 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

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