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Account Manager - Commercial Lines
Career Insights for Insurance Sales Agent (General)
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Scorecard
Based on Washington, D.C. (District of Columbia) data
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What they do
An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
$53,182 / year median in Washington, D.C. (District of Columbia)
-4% projected decline
Job Description
Duties and Responsibilities:
Manage a portfolio of commercial client accounts and renewals Serve as a first point of contact by answering phones and providing customer support Prepare proposals, endorsements, and policy documentation Provide day-to-day client support, including coverage questions, certificates, and billing inquiries Act as liaison between clients and insurance carriers to resolve service and claims issues. Troubleshoot billing and service-related issues. Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems. Prepare reports for management as required. Attend industry related continuing education training and courses. Collaborate and support colleagues as needed. Perform other duties and projects as assigned. Physical Requirements and Work Environment This position works in a normal office environment with controlled temperature and artificial lighting conditions. Long periods of sitting. Long periods of screen use. Ability to communicate in person and over devices. Ability to work in-person with team. Must be able to perform complex tasks requiring independent knowledge and its application to non-routine situations. Must be able to manage high-emotion situations.Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Health Insurance