Account Manager

SIA Group • Concord, CA

13d • Onsite

About The Position

At SIA Group, we’re more than an insurance agency; we’re a team that helps people feel confident in their coverage and supported every step of the way. With offices across North Carolina, we provide insurance, risk management, and employee benefits solutions to businesses and individuals alike. We’re growing and looking for an Insurance Account Manager to join our Concord team. If you enjoy building relationships, solving problems, and being a trusted advisor to clients, this is an opportunity to grow your career with a company that values your expertise. As an Account Manager, you’ll be the go-to resource for your clients. You’ll build strong relationships, guide them through coverage decisions, and ensure they feel supported at every stage. This role combines customer service, technical knowledge, and problem-solving to deliver a high-quality client experience.

Requirements

• Active North Carolina Property & Casualty or Life & Health license
• Minimum of two years of insurance service experience or comparable education and experience
• Strong knowledge of insurance products, coverages, underwriting, and agency procedures
• Excellent customer service skills with a professional and approachable communication style
• Strong written and verbal communication skills, along with solid math and reading comprehension
• High attention to detail with strong organization, multitasking, and follow-up skills
• Ability to manage complex situations, solve problems independently, and stay calm under pressure
• Strong time management skills and a high level of personal accountability
• Comfortable using agency management systems, rating tools, and carrier websites

Responsibilities

• Provide day-to-day service to clients by updating policies, answering questions, processing payments, and delivering documentation
• Respond to client calls and correspondence related to new and existing policies, including claims support during business and after hours as needed
• Partner with producers or work directly with clients to understand coverage needs, gather information, research options, and present solutions
• Prepare quotes, bind new coverage, cancel existing policies, and negotiate with carriers when appropriate
• Schedule and participate in client reviews to evaluate coverage, identify exposures, and recommend solutions to better protect their business or personal assets
• Process renewals, remarket policies when needed, and help round out accounts with additional coverage opportunities
• Resolve service issues by identifying concerns, determining root causes, and implementing effective solutions with follow-up
• Review policies and audits for accuracy and coordinate corrections between clients and carriers
• Maintain detailed and accurate records in the agency management system
• Collaborate with team members, share knowledge, and provide support and mentorship when needed

Benefits

• Work-life balance
• 401(k) with company match
• Health, Dental and Vision Insurance
• Nurse Concierge
• Telehealth and In-Home Urgent Care
• PTO
• Wellness Resources
• Free food, snacks, and beverages
• Ongoing training and professional development
• A collaborative, team-oriented culture with opportunities for career advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed