Insurance Account Representative
Bryan A Lopez Agency
Gladstone, MO US
Posted ago
Bryan A Lopez Agency
We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now!
Responsibilities
  • 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
  • Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
  • Help create competitive quotes when it is time to issue renewals or make updates to a current policy
  • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
Qualifications
  • Active insurance license in your state or willing to get licensed in 90 days
  • Candidates should be very strong communicators and problem solvers, and have great follow-up skills
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
  • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
Compensation
$50,000 - $60,000 yearly
About Bryan A Lopez Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. It is our desire to have a positive impact on our community and the customers we encounter. We aim to build a relationship with our customers and desire to help our customers achieve their dreams. When times are good or bad we will help guide our customers through with ease and personalized service. It is those beliefs that drive everything we do.

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