As an Account Representative, you will serve as the frontline advocate and problem-solver for clients, combining relationship building with consultative sales to provide personalized insurance solutions.
Key responsibilities include guiding clients through policy applications, renewals, and claims, maintaining accurate records, and contributing to business growth through lead generation and referrals.
Ideal candidates are strong communicators, organized, sales-driven, and customer-focused, with preferred experience in customer service, sales, or financial services. Willingness to obtain necessary licenses is required.
In this role, you'll receive mentorship, licensing support, and professional development to help grow your career. The position offers a salary range of $60,000–$80,000 annually and involves helping clients with auto, home, life insurance, and retirement planning.
Note: Employees are hired by independent agents, not directly by the company.