Insurance Account Advisor - Inbound Sales & Service

The Juris Agency; Claremont (MN); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Health Insurance Reimbursement Plan

Job summary

The Juris Agency seeks an Account Representative to join a hybrid client service and inbound sales team in Minnesota. You will be the main contact by phone, email, and in person, processing policy changes, renewals, and client requests while identifying growth opportunities for personal lines, hobby farms, and life & health coverage.

The role emphasizes accurate servicing, strong communication, and the ability to balance service with inbound sales in a fast-paced environment, supported by

Qualifications

• Required: Property & Casualty license (or willingness to obtain)
• Required: Life & Health license (or willingness to obtain)
• Strong verbal and written communication skills
• Excellent organizational and time management abilities
• Attention to detail and accuracy
• Basic computer proficiency and willingness to learn agency systems

Responsibilities

• Serve as a primary client contact by phone, email, and in person
• Process policy changes, ID cards, vehicle updates, certificates, and other service requests
• Assist with renewals, coverage reviews, and account retention
• Handle inbound leads for personal, hobby farm, life, and health insurance
• Identify client needs and recommend appropriate coverage solutions
• Cross-sell and upsell insurance products
• Prepare and present new business and rewrite quotes
• Manage multiple quotes, service requests, and deadlines simultaneously
• Balance customer service with sales expectations
• Identify accounts needing specialist involvement
• Maintain accuracy in a fast-paced environment
• Remain resilient when facing rejection

Skills

Communication

Organization

Time management

Attention to detail

Tech proficiency

Job description

The Juris Agency seeks an Account Representative to join a hybrid client service and inbound sales team in Minnesota. You will be the main contact by phone, email, and in person, processing policy changes, renewals, and client requests while identifying growth opportunities for personal lines, hobby farms, and life & health coverage.

The role emphasizes accurate servicing, strong communication, and the ability to balance service with inbound sales in a fast-paced environment, supported by