Account Representative

Responsibilities: Serve as the primary contact for clients to help them navigate insurance needs, policies, and claims. Maintain accurate policy data and collaborate with the team to secure existing business and drive additional service sales.

Requirements: Requires an active Property and Casualty insurance license and either a bachelor's degree or a high school diploma with 3+ years of relevant experience. Proficiency in technology and strong communication skills are essential.

Key skills: Client Service, Claims Management, Written Communication, Verbal Communication, Property And Casualty Insurance, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Applied Epic, Salesforce, Problem Solving, Relationship Building, Data Management

Keywords: Property And Casualty Insurance, P/C License, Applied Epic, Salesforce, Microsoft Office, Client Service, Claims Management, Insurance Policies, Endorsements, Auto Insurance, Homeowners Insurance, Umbrella Policies, Risk Management, Call Center, Account Management