Account Representative

Family Heritage Advisors; Bay City (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A growing insurance agency in Bay City is seeking an Account Representative. In this role, you will drive growth by identifying client needs and delivering tailored insurance solutions. Ideal candidates have excellent communication skills and a sales-driven mindset, with opportunities for advancement based on performance. Come join a dynamic team and help clients achieve their insurance goals.

Qualifications

• Excellent communication and relationship-building abilities.
• Experience in sales or customer service preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

Responsibilities

• Generate leads and actively pursue new business opportunities.
• Educate clients about insurance products and recommend appropriate coverage options.
• Foster strong client relationships through regular follow-ups and proactive communication.
• Maintain accurate client records and manage policy updates efficiently.

Skills

Excellent communication

Relationship-building

Sales experience

Goal-oriented

Ability to manage multiple priorities

Job description

Benefits

• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Account Representative with Family Heritage Advisors, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.

In this role, you’ll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. You’ll have the opportunity to develop professionally while contributing to the agency’s success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement.

Responsibilities

• Generate leads and actively pursue new business opportunities.
• Educate clients about insurance products and recommend appropriate coverage options.
• Foster strong client relationships through regular follow-ups and proactive communication.
• Maintain accurate client records and manage policy updates efficiently.

Qualifications

• Excellent communication and relationship-building abilities.
• Experience in sales or customer service preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.