What are the responsibilities and job description for the Insurance account representative position at T.Ray & Associates?
Our growing firm is seeking an organized and friendly account manager to play a strategic role on our team. You’ll be responsible for answering any client questions or concerns about coverage, policy changes, and billing deadlines.
Our ideal candidate will be able to provide an excellent customer experience and demonstrate a basic understanding of our insurance products.
If you are a strong communicator with strong attention to detail and have an interest in growing your career in the insurance industry, we’ll train you up on the skills you need to succeed in this role.
Can’t wait to get started? Apply to join the team today! Compensation :
$50,000 - $60,000 annually
Responsibilities :
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
- Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
- Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
- Help create competitive quotes when it is time to issue renewals or make updates to a current policy
- Initiate personalized outreach to potential clients through warm calls, leveraging existing relationships, referrals, and mutual connections
Qualifications :
- Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
- Must have very strong follow up, written and verbal communication skills and problem-solving skills
- We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
- Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
- Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
About Company
At T. Ray & Associates, we are committed to your success. We provide a proven system that offers comprehensive training, resources, support, and leadership to help you develop both professionally and personally.
This opportunity is exclusively available to residents of Mississippi and Alabama. Don't miss out apply today and take the first step toward an exciting career with us!
Last updated : 2024-06-09
Salary : $50,000 - $60,000
