Insurance Account Representative Trainee - Client Satisfaction (Service Team)

Are you ready for an exciting next step in your career? Do you thrive on providing exceptional service in an enthusiastic way? Join our team to expand your knowledge in the Insurance and Financial Services field.

Main Responsibilities

• Deliver outstanding service so clients wish to have all their insurance needs met by us.
• Act as an expert on client follow‑up and follow‑through.
• Explain coverages and complete policy changes.
• Follow up for policy information and review renewals with clients.
• View insurance needs holistically and offer appointments for all lines of insurance.
• Delight and retain clients, fostering referrals to friends and family.

Qualifications

• General Level 1 Insurance Agent License or ability to obtain within a short period.
• 1‑3 years of experience providing ...