ROLE DESCRIPTION: At our agency, being an Account Representative means more than just a job—you become an integral part of our family and the driving force behind our daily success. You play a vital role in nurturing strong, lasting relationships with our customers by truly understanding their unique needs and guiding them to the right insurance solutions. Every day, your work directly helps people protect what matters most to them.
Here, you won’t just contribute to growing our agency—you’ll also grow your own career while making a meaningful difference in our community. If you’re attentive, personable, and genuinely passionate about providing thoughtful, proactive service, we’d be thrilled to have you join our team.
Together, we’ll create a future where our customers feel valued, supported, and confident in every choice they make.
RESPONSIBILITIES:
Clearly communicate information about our insurance products and services to customers.
Support customers throughout the policy application and renewal process, ensuring a smooth experience.
Respond promptly and professionally to customer inquiries, providing accurate and helpful information.
Keep detailed and accurate records of all customer interactions and transactions.
Demonstrate strong service skills by actively listening and asking thoughtful questions to understand and meet customer needs effectively.
QUALIFICATIONS:
Excellent communication and interpersonal skills, with the ability to build rapport and trust.
Highly detail-oriented and capable of managing multiple tasks efficiently.
Prior experience in customer service or sales is preferred but not required.
Willingness to obtain necessary insurance licenses and commit to ongoing professional development.
WHY YOU'LL LOVE TO WORK HERE:
Join an experienced team led by an agent with over 30 years of trusted service and industry knowledge.
Be welcomed and valued as a true member of our close-knit agency family.
Enjoy spending time with our beloved office mascot, Hazy—the friendly golden retriever who brightens everyone’s day!
Numbers & Facts
Location
Davis, CA
Job Type
Full-time
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Skills
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Health Insuranceunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Multitaskingunmatched
Needs Assessmentunmatched
Salesunmatched
Training/Teachingunmatched
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