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Account Service Representative

The Friedman Group, Inc, Dubuque, IA

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The Friedman Group, Inc., is seeking a full-time Account Service Representative for our Financial Services Division. This position will work closely with our Account Executives and their insurance/investment clients providing excellent customer service and administrative support.

Key Competencies:

Takes initiative

Accurate and attention to details


Ability to think outside the box


Relationship builder

Job Functions & Responsibilities:

Provide professional service to existing clients by:

  • Provide professional advice and explanations of coverage. 

  • Obtain appropriate underwriting information, as required by our companies and the Friedman Group.

  • Market coverage when necessary.

  • Prepare sales documents including compiling applications, responding to inquiries from underwriters, review quotes for accuracy and maintaining policy summaries.

  • Provide timely communication with clients, either in writing or verbally.

  • Follow established agency guidelines for coverage and client service.



1.  High school education plus 2 or more years  customer service experience

2.  Experience using of Microsoft office products

3.  Ability to comprehend technical insurance/investment policies and regulations

4.  Prior insurance or investment experience not required

The Friedman Group offers a competitive benefits package including, medical, dental, life insurance, disability and 401k.

The Friedman Group is an Equal Opportunity Employer.

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Job Details

Req Num --
ID 434930
Dubuque, IA
Positions 1
Pay --
Banking/Mortgage/Financial Services
Clerical/Office Administration
Customer Service

Preferred Candidates

Years of Experience --
Education --

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