Insurance Account Representative

Sherrill Insurance AgencyFort Myers, FL
15d

About The Position

We’re seeking an organized and highly motivated insurance account manager 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. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!

Responsibilities

  • managing client communications
  • nurturing key relationships
  • keeping track of all necessary documentation
  • paying close attention to any policy changes, important deadlines, and legal regulations
  • help customers understand their coverage
  • assist them with any claims as needed
  • ensure all relevant data is properly tracked in our secured systems
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