Insurance Account Representative

Job Description

Job Description

Responsibilities:

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Qualifications:

• Property & Casualty Licensed
• Life & Health Licensed
• Insurance Sales Experience Preferred
• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.

Benefits:

• Simple IRA retirement
• Paid time off
• Training & development
• Bonus based on performance
• Free food & snacks

\nCompany Description

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Riverside, CA and help customers with their insurance and financial services needs, including:

Auto insurance
Home insurance
Life insurance
Retirement planning

Company Description

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Riverside, CA and help customers with their insurance and financial services needs, including: \n\nAuto insurance\nHome insurance\nLife insurance\nRetirement planning