Account Representative-Personal Lines

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best.

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.

Business Unit:

Trusted Coverage Professionals Agency

Benefits:

Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.

We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.

Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.