Insurance Account Representative

William Snyder Insurance · Graham, United States

Company Description

William Snyder Insurance is dedicated to helping customers find the best insurance solutions to protect what matters most in their lives. As an independent agency, we partner with a variety of industry-leading carriers to provide personalized coverage tailored to individual needs. Our goal is to deliver peace of mind by offering superior policies at competitive prices. Located in a welcoming community, we pride ourselves on excellent customer service and a commitment to supporting our clients’ unique insurance needs.

Role Description

This is a full-time, on-site role for an Insurance Account Representative based in Graham, NC. The Insurance Account Representative will manage client accounts, provide exceptional customer service, and identify insurance solutions to meet clients' needs. Responsibilities include assisting with policy service, sales, client reviews, recognizing cross sell opportunities and maintaining clear communication with customers. The representative will contribute to business growth while ensuring client satisfaction and compliance with agency policies.

Qualifications

• Experience in Account Management and the ability to organize and manage multiple client accounts effectively
• Strong skills in Customer Service and Communication to build and maintain client relationships
• Sales expertise and understanding of insurance products to identify and address client needs effectively
• Ability to follow processes and document client contacts
• Self-motivation and attention to detail
• Prior experience in the insurance industry preferably Independent Insurance Agency experience
• License in Property and Casualty Insurance