Insurance Account Representative
Location: arlington, TX
Job Type: fulltime
Company: Chase Coleman State Farm
Salary: $35000.0 - $65000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Account Representative plays a pivotal role in supporting both business growth and exceptional customer experiences within the insurance sector. As a vital member of an established insurance agency team, the Insurance Account Representative focuses primarily on property and casualty insurance, leveraging their knowledge to assist clients with a variety of insurance-related needs. This position is well-suited for individuals who thrive in a dynamic, fast-paced environment and are motivated by the opportunity to make a meaningful impact through superior service and value-based customer interactions. The role offers significant opportunity for professional development and advancement within the industry for those who demonstrate initiative, reliability, and a strong commitment to client satisfaction.
Insurance Account Representatives are expected to deliver prompt, accurate, and friendly customer service at every client touchpoint. Responsibilities encompass responding to client inquiries about insurance products, policy eligibility, coverage options, and policy changes, as well as facilitating claim submissions and providing billing clarification. These tasks require a comprehensive understanding of property and casualty insurance, attention to detail, and a proactive approach to problem-solving. By addressing client concerns efficiently and accurately, Insurance Account Representatives contribute to the agency’s reputation for delivering remarkable customer experiences.
In addition to direct customer service, Insurance Account Representatives are instrumental in supporting agency growth through effective communication and relationship management. They engage clients in value-based conversations that align insurance solutions with individual needs, ensuring clients are well-informed and confident in their coverage choices. This client-focused approach is essential for building trust and fostering long-term relationships, which are critical to the ongoing success of the agency.
The preferred candidate will possess or be willing to obtain a property and casualty insurance license, which enables them to advise clients on a broad range of insurance products and services. Strong interpersonal skills, a positive and energetic attitude, and the ability to learn quickly are key attributes for success in this role. Previous experience in insurance or a related customer service field is beneficial, but not required, as comprehensive training and support are provided.
Insurance Account Representatives also collaborate with other team members to achieve agency goals, sharing insights and strategies for enhancing service delivery and expanding the agency’s client base. By contributing to a positive and collaborative work environment, they help ensure the agency remains at the forefront of the industry, recognized for its commitment to excellence and customer-centric approach.
Working as an Insurance Account Representative provides the chance to develop valuable skills in insurance sales, client service, and relationship management while pursuing a rewarding career path. The role offers competitive compensation and the potential for professional advancement within a supportive and growth-oriented organization. If you are ready to take the next step in your career and make a difference in the lives of clients, we invite you to apply by clicking the job application button.
Insurance Account Representative - Summary- Engage daily with clients to provide exceptional service and support for property and casualty insurance products.
- Serve as a key resource for client inquiries, policy changes, claims assistance, and billing clarification.
- Support agency growth and client retention through proactive relationship management and value-based conversations.
- Respond promptly to client inquiries regarding insurance coverage, policy changes, eligibility, and claims processes.
- Assist clients with submitting claims and provide guidance throughout the claims process.
- Clarify billing questions and resolve issues in a timely and professional manner.
- Engage clients in meaningful conversations to ensure insurance solutions meet their unique needs.
- Contribute to agency objectives by supporting marketing, outreach, and client retention initiatives.
- Maintain detailed and accurate records of client interactions and policy updates.
- Collaborate with team members to share best practices and improve overall service delivery.
- Competitive compensation structure with potential for growth based on performance.
- Opportunities for professional development and advancement within the organization.
- Supportive team environment focused on collaboration and continuous improvement.
- Property and casualty insurance license preferred, or willingness to obtain licensure.
- Strong interpersonal, communication, and problem-solving skills.
- Ability to provide prompt, accurate, and friendly customer service.
- Self-motivated, energetic, and able to work effectively in a fast-paced environment.
- Attention to detail and commitment to delivering a positive client experience.
- Previous experience in insurance or customer service is advantageous, but not required.
- Demonstrates initiative, reliability, and a strong work ethic.
- Excellent at building relationships with clients and team members.
- Quick learner, adaptable, and open to ongoing training and development.
- Motivated by opportunities for career advancement in the insurance industry.
- Agency operates in a dynamic environment with a strong focus on client satisfaction and service excellence.
- The surrounding area offers a welcoming community and a positive work-life balance for employees.
- This position supports diversity and inclusion, adhering to all EEOC and professional standards.
If you are ready to start a rewarding career as an Insurance Account Representative, take the next step by clicking the job application button to submit your application today.