Insurance Account Representative jobs in United States
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PrismHR · 4 hours ago

Insurance Account Representative

SIP Insurance is a rapidly growing company focused on helping clients protect their assets. They are seeking a Commercial/Personal Lines Account Manager to manage and grow a book of business, serve as a liaison between clients and carriers, and deliver exceptional customer service.

Cloud ComputingHuman ResourcesSaaSSoftware
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Growth Opportunities
Hiring Manager
Emily Cotes
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Responsibilities

Manage and grow a book of business across personal and commercial lines
Serve as a key liaison between clients and carriers
Handle quoting, renewals, endorsements, and policy servicing
Deliver top-tier customer service and insurance guidance
Collaborate with our team and overseas support to streamline workflows

Qualification

4-40 licenseInsurance experienceApplied EpicBilingual (English & Spanish)Client service skillsCommunication skillsOrganization skills

Required

4-40 license required
1+ year of insurance experience (personal or commercial lines)
Strong communication, organization, and client service skills

Preferred

2-20 preferred (hybrid flexibility with 2-20)
Bilingual (English & Spanish) is a big plus
Experience with Applied Epic is a bonus

Benefits

Medical, dental, vision, and life insurance
401(k) with company match
Generous PTO (10 vacation days + 5 personal days)
100% paid training & CE opportunities

Company

PrismHR

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PrismHR is the largest payroll and HR software platform for professional employer organizations and administrative service organizations.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-12-02Acquired
2014-09-24Private Equity

Leadership Team

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Adam Van Beek
Chief Innovation Officer
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Michael DeLessio
Chief Of Staff
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Company data provided by crunchbase