Account Representative

Role Overview

We’re looking for a friendly, dependable, and motivated professional to join our team in a role that blends customer service with sales. This position is ideal for someone who enjoys helping people, building relationships, and identifying opportunities to provide the right coverage.

What You Will Do

Assist customers with policy changes, billing questions, and general service needs, identify coverage gaps and recommend appropriate insurance products, follow up on quotes, renewals, and cross-sell opportunities, build strong, long-term relationships with customers, maintain accurate and organized customer records, support overall office goals through both service and sales efforts.

Why It Might Be a Fit

This could be a great fit for someone who likes variety in their day and wants to grow their career in insurance.

Requirements

• Willingness to obtain required licenses (agency will cover licensing costs)
• Customer service or sales experience preferred
• Strong communication and relationship-building skills
• Positive attitude and strong attention to detail
• Coachable and eager to learn

Benefits

• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development