What are the responsibilities and job description for the Account Representative position at Emil Rummel Insurance Agency?
ABOUT OUR AGENCY :
We are not your typical insurance agency. At the Emil Rummel Agency, we strive to exhibit a “family-like” culture and environment. We are growth-minded and are focused on building strong relationships. We go above-and-beyond for our clients, and for each other as a team. We expect a lot, but in return, we give you the tools to succeed professionally. The Emil Rummel Agency is a family-owned company that has survived and thrived for four generations and is poised for growth.
ROLE DESCRIPTION :
We are seeking a motivated and positive customer-focused Account Representative to join our insurance agency. In this role, you will deliver exceptional service to our clients and prospects through phone, email, text, or in-person interactions. You will manage customer policies, providing consultative support while expanding and servicing existing coverage. This position offers opportunities to take on leadership roles and build relationships that can lead to referral business.
RESPONSIBILITIES :
- Establish customer relationships and follow up with customers, as needed.
- Respond to inquiries from clients, following established procedures and meeting insurance company and agency standards.
- Engage clients in policy reviews, address endorsements, upselling, and coverage adjustments as needed.
- Ensure all client information is current, documenting updates in the agency management system.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Interest in marketing products and services based on customer needs
- Excellent time management and organizational skills
- Analytical problem-solving abilities
- Effective communication and customer service skills
- Ethical conduct and professionalism
- Team-oriented mindset
- Property / Casualty insurance license (must obtain within 90 days of start date)
REQUIREMENTS :