Account Manager
About The Position
As an Account Manager, you'll play an important role in helping clients protect their businesses, assets, and financial well-being through responsive service and trusted insurance guidance. Your ability to build relationships, manage account needs, and deliver exceptional support helps strengthen client retention and contributes to the long-term success of both clients and the agency. In this role, you'll work closely with producers, underwriting partners, carriers, and clients to manage day-to-day service needs, maintain accurate coverage, and support renewal strategies. You'll become a trusted resource for clients by helping them navigate policy changes, identifying coverage opportunities, and ensuring their insurance programs continue to meet evolving needs.
Requirements
- High school diploma or equivalent.
- 2+ years of experience in the insurance industry.
- Prior Property & Casualty insurance experience.
- Active Property & Casualty insurance license.
- Working knowledge of Applied Epic or a comparable agency management system.
- Proficiency with Microsoft Office applications, including Outlook and Excel.
- Excellent written and verbal communication skills.
- Strong organizational skills and ability to work effectively in a collaborative environment.
- Ability to manage workload independently while meeting deadlines.
- Authorization to work in the United States without current or future sponsorship.
Nice To Haves
- Bachelor's degree in a business-related field.
- Experience supporting commercial or personal lines books of business in an agency environment.
- Experience with policy remarketing, account rounding, and coverage reviews.
- Established carrier and underwriting relationship management experience.
- Demonstrated success supporting client retention and service excellence initiatives.
- Additional insurance designations or commitment to pursuing professional development opportunities.
Responsibilities
- Manage incoming service requests, policy changes, renewals, and coverage inquiries while delivering exceptional client service.
- Review existing policies and account activity to identify coverage gaps, available discounts, and opportunities for improved protection.
- Evaluate insurance programs and recommend coverage adjustments that align with clients' changing needs.
- Re-market and obtain alternative quotes when appropriate to help clients secure competitive and effective coverage solutions.
- Partner with producers, underwriters, and carrier representatives to support account retention and client satisfaction.
- Maintain accurate account documentation and policy records within the agency management system.
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 to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
