Account Manager

Novatae Risk Group•Dallas, TX

22h

About The Position

The Account Manager at Novatae Risk Group plays a pivotal role in our Wholesale Insurance division. This position involves managing a portfolio of clients, cultivating strong relationships, and ensuring the successful execution of insurance policies. The Account Manager is responsible for providing top-tier service, supporting business growth, and maintaining compliance with industry regulations.

Requirements

Prior experience in Wholesale Insurance or a related field is highly desirable.
Demonstrated success in managing client relationships and insurance portfolios.
A valid insurance license, as required by state regulations.
Strong interpersonal and communication skills.
Excellent problem-solving and analytical abilities.
Proficiency in insurance software and CRM systems.
Attention to detail and a high level of accuracy.
Ability to work effectively in a team environment.
Strong collaboration skills with the ability to contribute positively to a team‑oriented environment
Professional judgment and reliability, including consistent follow‑through and accountability
Adaptability and flexibility in a fast‑paced, production driven setting
Effective time‑management and organizational skills to balance multiple priorities
Proactive mindset and initiative, with the ability to anticipate needs and identify solutions
Emotional intelligence and professionalism when interacting with colleagues, clients, and partners
Clear written and verbal documentation skills for accurate internal communication and recordkeeping
Strong ethical standards and respect for confidentiality and compliance requirements
Willingness to learn and grow, including staying current with industry practices and internal procedures

Nice To Haves

Relevant industry certifications, such as Certified Insurance Counselor (CIC), are a plus.

Responsibilities

Client Relationship Management:
Cultivate and maintain strong relationships with clients, understanding their unique insurance needs.
Serve as the primary point of contact for client inquiries, concerns, and policy changes.
Collaborate with underwriters to tailor insurance solutions to meet client requirements.
Policy Management:
Oversee the entire policy lifecycle, from initial client engagement to policy issuance and renewals.
Review policy terms, conditions, and coverage options, ensuring accuracy and compliance.
Proactively address policy-related issues and coordinate with the appropriate teams to resolve them.
Risk Assessment and Analysis:
Conduct in-depth risk assessments to identify potential exposures and coverage gaps.
Analyze market trends, insurance products, and competitive offerings to make informed recommendations.
Compliance and Documentation:
Ensure compliance with all relevant insurance regulations and guidelines.
Maintain accurate and up-to-date client records, policy documentation, and communication logs.