Insurance
Content + Source + Freshness • 16 Dec 2025 • 95% confidence
Offer value
Offers a strong entry into the insurance industry with a focus on customer service and policy management. The job provides reasonable salary options and varied work tasks.
- Role focusing on client management and insurance policies
- Salary range: $50,000–$70,000/year depending on experience
- Stable environment in the insurance sector
- Requires state-specific licensure and experience
Pros
- Engaging role with a focus on customer interactions and problem-solving.
- Wide-ranging responsibilities leading to diverse experience in insurance.
- Stable job environment in the insurance industry.
Cons
- Requires specific state licensure which can be a barrier for some candidates.
- The salary range may not be competitive for experienced professionals.
- High reliance on customer service and communication might be stressful.
Who it's for
Entry to Mid-level • Flexible (may involve remote)
Good fit
- Customer-focused professionals with a background in client service or insurance
- Individuals ready to learn about insurance management and products
- Candidates who enjoy working in fast-paced environments
Not recommended for
- Individuals without an insurance license or knowledge
- Candidates looking for non-client-facing roles
- Those averse to detailed compliance-related tasks
Motivation fit
Key skills
About the job
• Provide service to existing clients related to updating policies, providing quotes, directing payments
• Answer customer calls and correspondence regarding new or existing insurance policies
• Work with a producer on New Clients
• Set appointments and/or client calls
• Confer with customers to provide detailed information about products and services
• Resolve product or service issues
• Review audits or policies; verify accuracy and facilitate corrections
• Maintain records of customer interactions and transactions
• Collaborate with team members
Requirements
- Hold the insurance license required by your state
- Minimum of two years of Commercial Lines insurance account management experience
- Bachelor’s Degree or comparable work experience
- Strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
- Strong customer focus and excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills
- Attention to detail, organization, multi-tasking, and follow-up skills
- Excellent time management skills
- Technology and computer proficiency
- Preferred experience with Applied EPIC management system and Erie Insurance Company
🔍 ATS Optimization Keywords
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Hard Skills
- insurance account management
- insurance products knowledge
- rating procedures
- underwriting procedures
- coverages
- industry operations
- math skills
- reading skills
Soft Skills
- customer focus
- phone manner
- written communication
- verbal communication
- attention to detail
- organization
- multi-tasking
- follow-up skills
- time management
Certifications & Qualifications
- insurance license
- Bachelor’s Degree
