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Insurance Account Representative

Enterprise Business Solutions Inc
Ayer, MA Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 4/8/2025
Title: Insurance Account Representative

Location: Ayer, MA


Job Description:

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.


  • Regards,

    Mritunjay Mishra

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