Account Manager

Job Title

This position will play a key part in supporting client accounts and ensuring their needs are met efficiently and professionally. This position requires strong organizational skills, attention to detail, and a commitment to delivering exceptional service.

Responsibilities:

• Collaborate with the sales team to gather necessary information, prepare documentation, and coordinate with insurance carriers for renewals and new business submissions.
• Handle client inquiries related to policy changes, endorsements, certificates of insurance, billing questions, and other general concerns.
• Ensure accurate record-keeping and maintain account files in compliance with agency and carrier guidelines.
• Communicate effectively with clients and internal teams to manage accounts and address issues promptly.
• Review insurance policies, endorsements, and quotes to verify accuracy and completeness.
• Assist clients in understanding their coverage, billing terms, and policy requirements.
• Identify and resolve account-related issues proactively, escalating complex matters as needed.
• Track renewal timelines, manage follow-up tasks, and maintain service calendars to support agency workflows.
• Contribute to a collaborative team environment by sharing knowledge, supporting initiatives, and providing backup coverage when necessary.

Requirements:

• Minimum of 2 years of experience in commercial insurance, account management, or client service roles.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Strong organizational abilities with the capacity to prioritize tasks in a dynamic environment.
• Excellent written and verbal communication skills with a detail-oriented approach.
• High attention to detail and a commitment to maintaining accuracy.
• Proven ability to build and sustain positive relationships with clients.
• Capability to work both independently and as part of a team.
• Property & Casualty license is preferred but not mandatory.

Compensation & Benefits:

• The targeted salary range for this position is $45-60K.
• Full benefits package, including health, dental, and vision insurance.
• 3 Weeks PTO