Account Manager- Insurance

TGG Accounting•Manhattan, NY

8d•$65,000 - $90,000•Onsite

About The Position

A growing insurance firm is seeking a Retail Account Manager to support and manage a high-volume book of small business clients. This is a relationship-focused role—perfect for someone who enjoys working directly with business owners and providing tailored insurance solutions, without heavy sales pressure.

Requirements

2–5+ years of insurance experience (commercial or personal lines)
Strong background in client relationship management
Experience with policy renewals, endorsements, and quoting
Ability to clearly explain insurance products to small business owners
Comfortable managing a high-volume book of business
Proficiency in Microsoft Office (Outlook, Excel, Word)
LOCAL CANDIDATES ONLY

Nice To Haves

Mandarin-speaking preferred (many clients are Mandarin-speaking business owners)
P&C License preferred (or willingness to obtain)

Responsibilities

Serve as the primary point of contact for a portfolio of small business clients
Manage hundreds of active accounts with a strong focus on retention
Handle policy renewals (approximately 50% auto-renewed)
Quote and present coverage options based on client needs
Build and maintain long-term client relationships (95% warm, referral-based business)
Communicate regularly with business owners to educate them on coverage options
Address client questions, policy updates, and resolve issues as they arise
Conduct occasional in-person client visits