Account Manager
About The Position
As an Account Manager at Western Agency, you'll play a key role in helping businesses protect what matters most. Working alongside producers, account executives, and fellow account managers, you'll provide exceptional client service, maintain strong carrier relationships, and ensure clients receive the guidance and support they need throughout the policy lifecycle. This role is ideal for someone who enjoys building relationships, solving problems, and delivering a high level of service. You'll serve as a trusted resource for clients while collaborating with a team dedicated to helping others navigate risk and make informed insurance decisions.
Requirements
- Experience supporting personal lines insurance accounts in an agency environment.
- Strong customer service and relationship management skills.
- Excellent verbal and written communication abilities.
- Proficiency with Microsoft Office Suite and related business software.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks while maintaining accuracy and responsiveness.
- Property & Casualty (P&C) insurance license, or the ability and willingness to obtain one.
Nice To Haves
- Experience working directly with underwriters and insurance carriers.
- Knowledge of personal lines insurance coverages and policy servicing processes.
- Experience handling certificates, binders, renewals, claims support, and policy changes.
- Familiarity with agency management systems and insurance databases.
- Prior experience supporting both commercial and personal lines clients.
- Industry designations or ongoing professional development within insurance.
Responsibilities
- Build comprehensive and accurate risk profiles that help protect client assets and support long-term coverage strategies.
- Partner with producers on presentations, policy delivery, and renewal discussions to strengthen client relationships and retention.
- Manage day-to-day servicing needs for personal lines accounts, including policy changes, billing inquiries, claims assistance, applications, and quoting.
- Develop and maintain strong relationships with carriers and underwriters to support effective placement and service outcomes.
- Review and renew existing coverages to help ensure clients maintain appropriate protection as their needs evolve.
- Issue certificates, binders, and evidence of property documentation accurately and efficiently.
- Maintain detailed and accurate policy records within the agency management system.
- Support the overall client experience by proactively addressing questions, coverage concerns, and service requests.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, plus separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
