Customer Account Executive (Insurance)

We are looking for a dedicated Customer Account Executive to join our team. If you have 3+ years of insurance customer service experience and are looking for a rare opportunity to become a key part of a close-knit agency, we want to hear from you!

Position Overview:

In this role, you will manage personal lines accounts (with the possibility of handling commercial accounts based on experience) and be responsible for:

· Handling client inquiries, making policy changes, and managing claims

· Accepting and processing payments on client accounts

· Providing exceptional customer service to ensure client satisfaction

· Maintaining accurate records in Applied EPIC (experience is a plus!)

· Utilizing Microsoft 365 programs for daily operations

· Working collaboratively with a small, family-oriented team

Key Qualifications:

· 3+ years of insurance customer service experience (preferably within an independent agency)

· Property & Casualty insurance license required

· Familiarity with Microsoft 365 (Outlook, Word, Excel, etc.)

· Experience with Applied EPIC or ChatGPT is a huge plus

· Strong communication and problem-solving skills

· Positive, team-oriented mindset

What We Offer:

· Competitive pay based on experience and knowledge level—this is an opportunity to be valued as a key team member

· Unlimited flexible PTO

· Full in-office position with a small, growing team

· Opportunities for career growth, including potential roles in supervision (Personal or Commercial Lines) or sales, if desired

· A family-like work environment where you can thrive and grow with us

Who We Are:

We are a tight-knit, collaborative agency with low turnover—and we intend to keep it that way! If you're looking for a long-term home where you can grow professionally and personally, this could be the perfect fit for you.