Account Representative-Personal Lines

Heritage Insurance Services, a member of TCP LLC, a fully owned subsidiary of Great American Insurance Group, is seeking a Personal Lines Account Representative. Heritage Insurance is an insurance affiliate of American Financial Group, the parent company of Great American Insurance Group. The agency provides a variety of insurance packages while serving the needs of musicians, instrument dealers, and the general community.Essential Job Functions and Responsibilities Develops and maintains relationships and favorable contacts with current and new Personal Line accounts.Actively seeks information to understand customers' circumstances, problems, expectations, and needs for the purpose of providing the appropriate coverages, correct quotes, and placing them with the appropriate insurer.Provides customer service, policy servicing, renewal processing, and directly assists clients or agency producers with policy marketing and placement. Utilizes computerized systems for tracking, documenting questions/responses, information gathering, and/or troubleshooting. (Agency management system and various insurance carrier websites)Maintains in-depth product and industry knowledge.Build and leverage effective customer relationships and to explain/promote products and services.Maintain a professional demeanor in all situations.Performs other duties as assigned.Job Requirements Property & Casualty Agent License required.Generally 2 to 5 years of personal lines experience.Experience with AMS360 preferred.Candidate should have excellent written and verbal communication skills, be detail-oriented, able to work in deadline driven environment, and be able to self-manage flow of work with multiple competing tasks.Performs work under limited supervision.

Created: 2025-02-09