Account Representative - Remote

Overview

As an Account Representative, you’ll work on multiple accounts as part of a larger broker team and assists in handling day-to-day client inquiries.

In Short

• Be responsible for supporting book of business and account team efforts of developing relationships with clients and carriers
• Begin more frequent interaction with clients, responding to daily client inquiries and requests
• Analyze client information and help clients understand, manage and transfer risk from Account Managers
• Learn how to manage a book of business from Account Managers
• Respond and follow-up to clients and carriers for routine requests
• Prepare materials for client proposals and presentations
• Supports account team in executing on account management and renewal tasks

Requirements

• 2+ years of related insurance brokerage experience
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
• High school diploma. College degree desired
• Excellent communication skills, both verbally and written
• Broker’s license required to be obtained during onboarding period

Benefits

• Medical, Dental, and Vision coverage
• 401k Retirement Plan with company match
• Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing
• Paid vacation, holidays, and sick days
• Life Insurance, Short-term, and Long-Term Disability benefits
• Flexible Spending Account (FSA)
• Wellness programs and workplace flexibility benefits
• Professional development and reimbursement programs
• Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.