The Account Representative will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients. 

The Ideal Candidate

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions
• You have a strong sense of team work, and you are highly dependable
• You are communicative and able to be effective via written and oral communication

If this sounds like you, we invite you to keep reading and apply!

Please note that the duties below can vary based on the workflow of your local office.

• Advise clients on appropriate administrative practices to ensure compliance with policy terms.
• Review accuracy and distribute plan documents in a timely manner.
• Conduct annual service call reviews for specific groups providing exceptional customer service and recommendations for policy revisions.
• Proactively identify and assess the need for policy revisions during regular daily service calls.
• Assist Account Reps, Sales Reps, and Regional Vice President with identified action items.
• Address customer inquiries via telephone, email, or letter promptly and efficiently.
• Review and understand policy contract language.
• Advise clients on appropriate administrative practices to ensure compliance with policy terms.
• Update and maintain all system databases and customer files in accordance with company guidelines.
• Collaborate with Customer Service Supervisor and team to identify opportunities for process improvements and service enhancements

• Skilled in utilizing Word, Excel, Outlook, and Adobe Acrobat with the ability to quickly grasp in-house software programs.
• Demonstrates strong analytical capabilities with a talent for identifying, investigating, and resolving issues systematically.
• Shows eagerness and capability to understand and implement new concepts related to products, services, and procedural advancements.
• You will be required to acquire a Life & Health insurance license for all states within the assigned region within 60 days of starting the role.                                                                                            

• Enjoy a competitive benefits package, including a 401(k) with a Company Match that equals 50% of your deferral up to 6% of your income
• Access to a Wellness program
• Opportunity for Tuition assistance
• Company-provided Life & Disability Insurance
• Benefit from Paid Time Off and sick leave
• Make use of a generous holiday calendar, with flexibility for utilizing floating holidays to maintain a harmonious work-life balance

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!