We re seeking an organised and highly motivated insurance account representative to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems.

Key Responsibilities

Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
Consult with clients to help process quotes and issue renewals or any updates needed to current policies
Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates

Skills and Qualifications

Preferred from commerce background
3+ years of experience in customer service
Experience in pricing, negotiation, contracting, general accounting, planning, analysis and commercial support, financial systems implementation, financial reporting, budgeting.
Strong customer handling skills and active listening
Ability to communicate clearly and professionally, both verbally and in writing.

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Insurance Account Representative