Job Overview The Account Representative is a hybrid customer service and inbound sales role focused on personal lines, hobby farms, and life & health insurance. This position requires strong communication, accurate servicing, and the ability to recommend insurance solutions while managing service and inbound sales in a fast paced environment. The role works closely with sales staff and serves as a key point of contact for clients and new inbound calls

Salary Range:

$40,000.00 - $60,000.00 per year Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Life Insurance Disability Insurance Hands on Training Mon-Fri Schedule Retirement Plan Career Growth Opportunities Health Insurance Reimbursement Plan' Requirements Required Property & Casualty insurance license (or willingness to obtain) Life & Health insurance license (or willingness to obtain) Strong verbal and written communication skills Excellent organizational and time management abilities Attention to detail and accuracy Basic computer proficiency and willingness to learn agency systems Preferred Previous insurance experience Experience in customer service, sales, banking, finance, or another client-focused industry Knowledge of personal lines, farm, or life & health insurance Responsibilities Client Service Serve as a primary client contact by phone, email, and in person Process policy changes, ID cards, vehicle updates, certificates, and other service requests Assist with renewals, coverage reviews, and account retention Sales & Account Growth Handle inbound leads for personal, hobby farm, life, and health insurance Identify client needs and recommend appropriate coverage solutions Cross-sell and upsell insurance products Prepare and present new business and rewrite quotes Challenges of the Role Managing multiple quotes, service requests, and deadlines simultaneously Balancing customer service with sales expectations Identifying accounts that require deeper review or specialist involvement Maintaining accuracy in a fast-paced environment Remaining resilient and motivated when facing rejection Exercising good judgment on accounts that fit agency goals About Us At Claremont Insurance Agency, LLC, we believe in protecting what matters most to you. As a family-owned agency, we pride ourselves on delivering personalized insurance solutions with a commitment to integrity and service. Our inspiring team fosters a welcoming culture that empowers employees to grow while ensuring our clients feel valued and secure. Join us in making a difference, as we strive to be a trusted partner in our community's journey toward peace of mind and financial stability.