• Customer Account Executive (Insurance)

    Douglas & Lanier Agency, Inc.
    Job Description

    We are looking for a dedicated Customer Account Executive to join our team. If you have 3+ years of insurance customer service experience and are looking for a rare opportunity to become a key part of a close-knit agency, we want to hear from you!

    Position Overview:

    In this role, you will manage personal lines accounts (with the possibility of handling commercial accounts based on experience) and be responsible for:

    · Handling client inquiries, making policy changes, and managing claims

    · Accepting and processing payments on client accounts

    · Providing exceptional customer service to ensure client satisfaction

    · Maintaining accurate records in Applied EPIC (experience is a plus!)

    · Utilizing Microsoft 365 programs for daily operations

    · Working collaboratively with a small, family-oriented team

    Key Qualifications:

    · 3+ years of insurance customer service experience (preferably within an independent agency)

    · Property & Casualty insurance license required

    · Familiarity with Microsoft 365 (Outlook, Word, Excel, etc.)

    · Experience with Applied EPIC or ChatGPT is a huge plus

    · Strong communication and problem-solving skills

    · Positive, team-oriented mindset

    What We Offer:

    · Competitive pay based on experience and knowledge level—this is an opportunity to be valued as a key team member

    · Unlimited flexible PTO

    · Full in-office position with a small, growing team

    · Opportunities for career growth, including potential roles in supervision (Personal or Commercial Lines) or sales, if desired

    · A family-like work environment where you can thrive and grow with us

    Who We Are:

    We are a tight-knit, collaborative agency with low turnover—and we intend to keep it that way! If you're looking for a long-term home where you can grow professionally and personally, this could be the perfect fit for you.

    Contact Information
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