Account Manager II
About The Position
Our Account Managers play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients, insurance carrier staff, and our team. As the point-of-contact, you will assist the agency by managing a book of personal line accounts, including marketing to carriers, preparing quotes and proposals, quickly responding to policy inquiries (email, phone), maintaining renewal controls on expirations and binders, checking policies/endorsements/audits for accuracy, and maintaining accurate and organized account files.
Requirements
- Property and Casualty License in resident state; or willing to obtain within 90 days of employment.
- 3+ years’ insurance experience.
- High school diploma or equivalency.
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
- Excellent written and oral communication skills.
- Above average mathematical skills.
- Broad knowledge of insurance products and usages.
- Ability to work independently.
- Ability to work in a positive fast-paced team environment.
- Strong attention to detail, organization and multitasking.
Nice To Haves
- Some college preferred.
Responsibilities
- Manage a book of personal line accounts.
- Market to carriers.
- Prepare quotes and proposals.
- Respond to policy inquiries via email and phone.
- Maintain renewal controls on expirations and binders.
- Check policies/endorsements/audits for accuracy.
- Maintain accurate and organized account files.
Benefits
- 401k plan where the Company matches 50% of the first 6% you contribute.
- Paid parental leave.
- Medical, dental, and vision options.
- Robust wellness program.
- Paid vacation, paid holidays, floating holidays, and more!
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
