What does an Insurance Account Representative do?

Account representatives find, create, and maintain customer accounts and serve as the primary point of contact between clients and organizations. They communicate regularly with clients and address their concerns, keeping track of transactions and payments. Account representatives collaborate with several departments to manage client accounts, and they must multitask between several roles.

Account representatives stay up-to-date with current and prospective company accounts, monitor client communication, respond to calls or emails, create company invoices, and record all client transactions. They maintain records for client accounts and audit them regularly and collaborate with various departments to better serve client needs, including accounting and marketing. They search for, pitch, and attain new client accounts and sell additional products and services to existing clients. Account representatives need a bachelor's degree in marketing, sales, business, or related fields.

EducationBachelor's Degree
Work/Life Balance
3.4 ★
Salary Range--
Career Opportunity
3.2 ★
Avg. Experience2-4 years

Insurance Account Representative Salaries

Average Base Pay

$43,984 /yr
Same as national average
Not including cash compensation
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Not enough salaries reported to show distribution
Median: $44K
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Glassdoor Estimated Salary

Insurance Account Representative Career Path

Learn how to become an Insurance Account Representative, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Account Representative
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Insurance Account Representative Insights

Read what Insurance Account Representative professionals have to say about their job experiences and view top companies for this career.
Sundberg America Sundberg America
Strategic Account Representative
Jul. 29, 2020

“I have built relationships with highly professional and respectable individuals who have helped foster my own professional and personal growth.”

AP Team Leader
Jan. 12, 2020

“I had the opportunity to work with one of the best teams.management is also supportive and understanding .company”

Account Management Specialist
Nov. 17, 2020

“Epsilon provides great training and resources to teach you everything you need to know about the industry.”

Used Clothing ExportsUsed Clothing Exports
Account Assistant
Oct. 9, 2020

“But yes ! at the end of the month or two you will be a good house helper.”

Social High RiseSocial High Rise
Social Media Account Specialist
Feb. 28, 2020

“Working at Social High Rise was a great learning experience for me in my professional career.”

Beyond FinanceBeyond Finance
Business Operations Account Servicing Associate
May 29, 2020

“People were being promoted to Senior associate that were just as clueless about what was going on as everyone else.”

Account Specialist
Sep. 5, 2019

“Annual bonus is based on how well your salesperson sells so if they aren't motivated you get nothing.”

KBM GroupKBM Group
Trainee Accounts Assistant
Aug. 21, 2020

“I had an excellent experience with KBM and would highly recommend their work placements to anyone wishing to pursue a career in accounting.”

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Insurance Account Representative Interviews

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