Insurance Account Representative (Personal Lines)

Keturah Konstellations; Ayer (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Paid Holidays

PTO

Job summary

A full-service insurance company in Ayer, MA seeks an Insurance Account Representative to manage personal lines insurance accounts, including homeowners and auto policies. The role involves providing excellent client service, educating clients on insurance options, and meeting sales goals. Candidates must have at least 3 years of relevant experience and an active state insurance license. This position offers competitive compensation and benefits including paid holidays and PTO.

Qualifications

• 3+ years of experience in personal lines insurance.
• Active state insurance license or ability to obtain one.
• Strong knowledge of insurance policies and coverages.

Responsibilities

• Manage personal lines insurance accounts including homeowners, auto, renters.
• Provide exceptional customer service and process policy changes.
• Educate clients on coverage options and assist in selection.

Skills

Customer service

Insurance knowledge

Negotiation

Claims handling

Job description

Insurance Account Representative (Personal Lines)

Job Openings Insurance Account Representative (Personal Lines)

About the job Insurance Account Representative (Personal Lines)

Job SummaryWe are looking for an Insurance Account Representative to join a full‑service insurance company in Ayer, MA. This role assists clients with selecting, purchasing, and managing personal insurance policies to ensure adequate coverage and protection.

Responsibilities:

• Manage a portfolio of personal lines insurance accounts, including homeowners, auto, renters, and umbrella policies.
• Provide exceptional customer service by responding promptly to client inquiries and processing policy changes.
• Review client accounts at renewal time and proactively remarket accounts to find the best coverage options and pricing.
• Work with underwriters and insurance carriers to negotiate policy terms and conditions.
• Educate clients on insurance coverage options and assist in selecting appropriate products based on their needs.
• Handle claims reporting and follow up on the resolution process to ensure client satisfaction.
• Maintain accurate and up-to-date client records in the agency management system.
• Stay current with industry trends and regulatory changes to provide clients with up-to-date information and advice.
• Meet or exceed sales and retention goals set by the agency.

Must Have:

• Minimum of 3+ years of experience in personal lines insurance.
• Active state insurance license in personal lines or ability to obtain one within a specified timeframe.
• Competitive compensation
• Paid Holidays
• PTO