Insurance Account Representative
RPR Insurance
Brentwood, TN US
Posted ago
RPR Insurance
Our growing firm is seeking an organized and friendly account manager to play a strategic role on our team. You’ll be responsible for answering any client questions or concerns about coverage, policy changes, and billing deadlines. Our ideal candidate will be able to provide an excellent customer experience and demonstrate a basic understanding of our insurance products. If you are a strong communicator with strong attention to detail and have an interest in growing your career in the insurance industry, we’ll train you up on the skills you need to succeed in this role. Can’t wait to get started? Apply to join the team today!
Responsibilities
  • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
  • Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies
  • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations

What You Will Be Doing – And Maybe More:

  • Start your day with a Team Huddle. This sets the tone for the day. Here you will share what your agenda is for the day, how you lived out a company Core Value the prior day, and what your Top Priority for the Day is. Remote team members will conference daily using Zoom.
  • Communicating with existing clients via email, phone, and text. You’ll answer questions about coverage, limits, claims, and maybe even random things like their favorite color or the weather. It’s ok to ask the client about their day, what is going on in their life while you’re helping them. Caring for others and being relational is important.
  • You’ll assist with updates to policies. For example - someone may buy a new home and need to update their plan with us –Don’t forget to congratulate them! Someone may need to add a teen driver to an auto policy or change vehicles out. Your job is to help them make changes and give advice to their plan with us when called upon.
  • Following up when a client has a claim is an important part of this role. Letting the clients know you are here for them and that you want to make sure they are taken care of makes a big difference.
  • Helping existing clients understand their renewal pricing, changes, and updates is part of this role. This is where knowing your stuff is important. Insurance can be confusing to some, so we want to make sure we explain with a smile and give empathy if they are not sure of what's going on.

Qualifications
  • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
  • Associates or Bachelor’s degree required, or commensurate insurance industry experience
  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided

  • Candidate must have 2 + years experience in the Insurance Industry
  • Candidates with IA Channel experience or experience with State Farm, AllState, Liberty Mutual, and Farm Bureau are highly desired
  • Compensation is based on proven skills as an AM and years of experience

Compensation
$55,000 - $68,000
About RPR Insurance

Our Core Values are what sets us apart. Our culture is phenomenal and it is felt throughout our organization and those we serve.

Our Purpose:

Empowering People to Build and Protect Legacy!

How We Do it / Our Core Values:

· Be Brave, Take Ownership

· Cheerleader to All

· Champion the Relationship

· Gets it Done

· Be Curious, Know the Why

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