Job Description
Insurance Account Rep, Homeowners / Auto / Renters etc. - Direct Hire - MA
Leominster, Massachusetts
Active state insurance license (MA state) in personal lines or ability to obtain one within a specified timeframe + 3+ years of experience in personal lines insurance
Negotiable Salary
sponsorship not available)
Submit resume via www.bkoutlooks.com
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Job Responsibilities :
- Assist clients with selecting, purchasing, and managing personal insurance policies to ensure adequate coverage and protection at a full-service insurance company
- 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 up-to-date client records in the agency management system.
- Stay current with industry trends and regulatory changes to provide clients with up-to-date information and advice.
- Meet or exceed sales and retention goals set by the agency.
Job Qualifications :
- Active state insurance license (MA state) in personal lines or ability to obtain one within a specified timeframe
- 3+ years of experience in personal lines insurance
- High-school or equivalent
Requirements
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