Account Representative

Waterstone Insurance

Account Representative

Muskegon, MI
Full Time
Paid
  • Responsibilities

    Benefits:

    Licensing paid by agency

    401(k)

    Bonus based on performance

    Competitive salary

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Position Overview: Our agency is looking for a dependable and detail-focused professional to join our team as a Commercial Lines Account Representative. This is a full-time, in-office role dedicated entirely to client service — no sales involved. We’re seeking someone who enjoys organization, problem-solving, and providing top-notch support to both clients and team members.

    What You’ll Do:

    Handle service needs for commercial insurance clients, including policy updates, renewals, certificates, and billing assistance

    Communicate professionally with clients and carriers to ensure requests are handled promptly and accurately

    Maintain organized client records and documentation

    Support account managers and producers with day-to-day administrative and policy-related tasks

    Follow agency procedures to ensure compliance and excellent service standards

    What We’re Looking For:

    Previous office or professional experience (insurance background is a plus, but not required)

    Strong communication skills and a customer-first mindset

    Excellent attention to detail and ability to prioritize tasks effectively

    Comfortable using technology and learning new systems

    Licensed in Property & Casualty preferred, or willing to obtain licensing

    What You Can Expect:

    A supportive and collaborative office environment

    Opportunities to learn and grow within the insurance industry

    A role focused solely on service — not sales