Account Representative
Listed on 2026-01-24
-
Sales
Insurance Sales -
Insurance
Insurance Sales
Benefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
ABOUT OUR AGENCY:
We are not your typical insurance agency. At the Emil Rummel Agency, we strive to exhibit a “family-like” culture and environment. We are growth-minded and are focused on building strong relationships. We go above-and-beyond for our clients, and for each other as a team. We expect a lot, but in return, we give you the tools to succeed professionally. The Emil Rummel Agency is a family-owned company that has survived and thrived for four generations and is poised for growth.
ROLE
DESCRIPTION:
We are seeking a motivated and positive customer-focused Office Representative to join our insurance agency. In this role, you will deliver exceptional service to our clients and prospects through phone, email, text, or in-person interactions. You will manage customer policies, providing consultative support while expanding and servicing existing coverage. This position offers opportunities to take on leadership roles and build relationships that can lead to referral business.
This role will focus on business with our commercial accounts.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Respond to inquiries from commercial clients, following established procedures and meeting insurance company and agency standards.
Engage commercial clients in policy reviews, address endorsements, upselling, and coverage adjustments as needed.
Ensure all client information is current, documenting updates in the agency management system.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
REQUIREMENTS:
Interest in marketing products and services based on customer needs
Excellent time management and organizational skills
Analytical problem-solving abilities
Effective communication and customer service skills
Ethical conduct and professionalism
Team-oriented mindset
Property/Casualty insurance license (must obtain within 90 days of start date)
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