Insurance Account Representative

Express Employment Professionals - Cincinnati East; Lakeville (MN); On-site; USD 42,000 - 52,000; Full time

Job summary

Express Employment Professionals - Cincinnati East in Lakeville, MN seeks an energetic Insurance Account Representative to quote and write policies for existing clients, perform needs-based reviews, and strengthen client relationships.

You’ll identify cross-sell opportunities for financial services and insurance products, respond to inquiries, and deliver a positive, personalized client experience in a fast-paced, growth-oriented team.

Qualifications

• Strong communication and interpersonal abilities.
• Able to build and maintain client relationships.
• Comfortable with sales-oriented cross-sell conversations.

Responsibilities

• Provide quotes and write policies for existing clients.
• Conduct needs-based policy reviews to identify gaps and opportunities.
• Strengthen relationships with clients through excellent service.
• Identify cross-sell opportunities for financial services and insurance products.
• Respond promptly to client inquiries, policy changes, and billing questions.
• Create a positive and memorable client experience with every interaction.

Skills

Interpersonal skills

Customer service

Relationship-building

Attention to detail

Multi-tasking

Team player

Tools

Policy management software

Job description

Location: Lakeville, MN
Job Type: Full-Time

Do you have a passion for working with people?
Do you thrive in environments where you build relationships and help others?
Are you outgoing, motivated, and customer-focused?

If you said YES to the questions above and are looking for a rewarding career with growth potential, we want to hear from you!

We’re seeking an energetic, self-starting, and driven professional to join our outstanding team. This dynamic role offers something new every day and the opportunity to truly make a difference in people’s lives.

What You’ll Do:

As an Insurance Account Representative, you will be responsible for:

• Providing quotes and writing policies for existing clients

• Conducting needs-based policy reviews to identify gaps in coverage and recommend solutions

• Strengthening relationships with current clients through outstanding service and personalized support

• Identifying and pursuing cross-sell opportunities for financial services and additional insurance products

• Responding promptly and professionally to client inquiries, policy changes, billing questions, and claims

• Creating a positive and memorable experience with every client interaction

What We’re Looking For:

Our ideal candidate is:

• Positive, enthusiastic, and solution-oriented

• Exceptional in interpersonal and communication skills

• Self-motivated, self-disciplined, and goal-oriented

• Passionate about helping people and influencing positive outcomes

• Comfortable working independently and as part of a team

• Detail-oriented with strong problem-solving abilities

• Able to multi-task, prioritize, and adapt quickly to changing needs

• Articulate, personable, and eager to learn new things

• Supportive team culture focused on personal and professional growth

• Opportunities for advancement and career development

• A dynamic environment where your contributions are valued and celebrated

• The chance to build lasting relationships with clients and make a real impact