Insurance Account Representative jobs in United States
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Mountain High Insurance ยท 4 days ago

Insurance Account Representative

Mountain High Insurance is dedicated to providing comprehensive insurance solutions tailored to individual needs. They are seeking an Insurance Account Representative to engage directly with clients, manage insurance accounts, and provide exceptional customer service.

Auto InsuranceFinancial ServicesLife Insurance

Responsibilities

Engage directly with clients
Handle account management responsibilities
Provide exceptional customer service
Managing insurance accounts
Maintaining client relationships
Processing policy changes
Assisting with claims
Identifying opportunities to recommend suitable insurance solutions
Support client inquiries
Provide product education as needed to ensure client satisfaction

Qualification

Account ManagementCustomer ServiceSalesInsurance SoftwareProperty & Casualty InsuranceTraining ClientsOrganizedCommunication SkillsDetail-oriented

Required

Strong skills in Account Management, with the ability to oversee client portfolios, track policy renewals, and handle account-related tasks efficiently
Excellent Customer Service and Communication skills, with a focus on addressing client questions and resolving issues professionally
Experience in Sales with a demonstrated ability to recommend solutions and meet client needs
Capability in Training and guiding clients on insurance options and policy details
Detail-oriented and organized, with a proven ability to multitask and prioritize
Active Colorado Property & Casualty Insurance

Preferred

Bachelor's degree or equivalent experience in a related field
Familiarity with insurance software systems and general knowledge of insurance policies

Company

Mountain High Insurance

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Mountain High Insurance specializes in home, life, auto and business insurance services for clients.

Funding

Current Stage
Early Stage
Company data provided by crunchbase