Insurance Account Representative in Gaithersburg, Maryland at StaffMyAgency LLC

The Insurance Account Representative plays a key role in delivering exceptional service to our clients. This position is responsible for managing and maintaining client accounts by addressing inquiries, assisting with policy-related requests, and ensuring accurate and timely processing of changes. The representative will work closely with internal teams to support renewals, endorsements, and ongoing account needs, while upholding all compliance and company standards. The ideal candidate is customer-focused, detail-oriented, and able to communicate clearly and professionally in a fast-paced environment.

• Serve as a primary point of contact for clients regarding policies and account needs
• Assist with policy changes, endorsements, and renewals
• Handle inbound calls and customer inquiries in a timely manner
• Maintain accurate client records in ECRM
• Review coverage needs and helps clients understand available options
• Coordinate with internal teams to ensure smooth processing of requests
• Resolve customer issues while maintaining compliance and company standards
• Support team goals and contribute to a positive customer experience

• Strong customer service skills and professional communication
• Ability to multi-task and manage time effectively
• High attention to detail and accuracy
• Proficiency with computers and basic software applications
• Willingness to learn and follow insurance compliance requirements

• Insurance experience (preferred)
• Prior call center or sales support experience (preferred)
• Active insurance license(s): [Property & Casualty / Life & Health
  • If not currently licensed, the candidate must be willing to obtain licensing

QUALIFICATIONS:

• Sales experience (outside sales or inside sales representative) preferred
• Successful track record of meeting sales goals/quotas preferred
• Property & Casualty license
• Life and Health license

We are an Equal Opportunity Employer and encourage applications from individuals of all backgrounds and experience levels.