Insurance Account Advisor

Insurewithluke; East Norriton Township (Montgomery County); In loco; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) matching

Competitive salary

Paid time off

Training & development

Descrizione del lavoro

Luke McCarty Insurance Agency is seeking an Account Representative to deliver exceptional customer service and build lasting relationships. You will act as a trusted liaison between customers and agency teams, guiding clients to personalized insurance solutions.

The role emphasizes proactive goal-driven service, accurate policy handling, and collaboration with underwriting, claims, and marketing to support growth and customer satisfaction.

Competenze

• Excellent customer service and communication skills.
• Ability to build rapport and sustain long-term relationships.
• Proficiency with CRM systems or contact databases.
• Willingness to learn insurance products and cross-sell where appropriate.

Mansioni

• Serve as the primary contact for customers, explaining auto, home, life, and commercial insurance options.
• Assist clients with applications, endorsements, and renewals accurately.
• Identify customer needs and suggest additional coverage to meet financial goals.
• Respond promptly to inquiries via phone, email, or in person, ensuring satisfaction.

Conoscenze

Customer service

Communication

CRM software

Sales basics

Relationship building

Descrizione del lavoro

Luke McCarty Insurance Agency is seeking an Account Representative to deliver exceptional customer service and build lasting relationships. You will act as a trusted liaison between customers and agency teams, guiding clients to personalized insurance solutions.

The role emphasizes proactive goal-driven service, accurate policy handling, and collaboration with underwriting, claims, and marketing to support growth and customer satisfaction.