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About the Role
As an Insurance Account Representative, you are vital to daily business operations and customers’ success. You will grow the agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You will improve the lives of customers by proactively marketing relevant products and services.
Responsibilities
- Provide information about insurance products and services.
- Assist clients with policy applications and renewals.
- Handle client inquiries and provide timely responses.
- Maintain accurate records of client interactions.
Requirements
- Strong communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Experience in customer service or sales preferred.
- Current NYS Property and Casualty License required
- Current NYS Life, Accident, and Health preferred
Salary/Compensations
- Competitive salary
Benefits
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
- Flexible schedule
About the Company
- Our agency is built on consistency, accountability, and creating an environment where people can succeed while enjoying the process.
- We’re a team that values hard work, ownership, and showing up every day ready to get the job done.
- We keep things engaging and rewarding throughout the year.
- From January through March, we run a promotion with prizes and opportunities to earn extra PTO.
- We also enjoy weekly rewards like lunch from local restaurants, fun in-office competitions, and even small daily workouts to keep energy high.
- Starbucks surprises are a regular treat, and our annual off-site fall planning meeting includes meaningful speakers and team-building activities.
- Our office culture is driven, fun, and team-oriented.
- We’re looking for someone who can take ownership of their role - someone reliable, consistent, and self-motivated who can work independently and contribute to a team that works hard and enjoys winning together.