What are the responsibilities and job description for the Insurance Account Representative (Personal Lines) position at Efficus, Inc.?
Job Title : Insurance Account Representative (Personal Lines)
Location : Ayer, MA (Onsite)
Duration : Full-time permanent
Job Summary
We 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 :
