Account Manager Jobs

About The Position

Requirements

• High school education or equivalent.
• P&C Insurance Producer License required.
• Ability to communicate effectively and professionally, orally and in writing, with internal and external customers.
• Ability to present information effectively and respond to questions from managers, clients, customers, and the general public.
• Critical-thinking skills, including using logic and reasoning to assess alternative solutions, conclusions, and approaches.
• Ability to respond promptly and accurately to customer needs, solicit feedback, improve service, and handle difficult or emotional customer situations.
• Confidence and professionalism when interacting with all organizational levels.
• Ability to develop and maintain strong client relationships and work effectively with insurance and service vendors.
• Ability to gather pertinent information, analyze issues, and solve problems thoroughly and promptly.
• Ability to identify complex problems, evaluate options, and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities to complete work on time and accurately.
• Computer proficiency with Microsoft Office Suite, Outlook, and agency management systems.
• Ability to calculate figures and amounts, including discounts, interest, commissions, proportions, and percentages.
• Desire to learn and grow within the insurance industry.

Nice To Haves

• Six or more years of insurance brokerage or property and casualty insurance experience in an account management role.
• Experience with Applied EPIC Agency Management System.

Responsibilities

• Handle day-to-day client needs, including calls, email, coverage questions, policy changes, payments, and cancellations.
• Manage new business and renewal processes, including gathering information, marketing, negotiating terms and pricing, reviewing quotes, presenting options to Producers and clients where applicable, and invoicing.
• Review quote documents to ensure insurance requirements are included in proposals.
• Manage client relationships and ensure client satisfaction.
• Manage and delegate work to Associate Account Managers I and II and Account Managers I and II as needed to support appropriate progress and workloads.
• Maintain relationships with underwriters and negotiate coverage to achieve positive client outcomes.
• Ensure proposals are completed, coverage is bound, policies are reviewed for accuracy, and client policy summaries and binders are created.
• Set up and maintain electronic records and follow best practices and internal broker standards for servicing and maintaining client files and information.
• Train, mentor, and collaborate with team members to share knowledge about coverage, exposures, and clients.
• Contribute coverage knowledge, client insights, and workflow expertise to a collaborative team environment.
• Participate in Monthly Super Team Meetings and All Team Meetings, contributing to communication, learning, and continuous improvement.
• Support personal and colleagues’ professional growth through mentorship and development.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Collaborative, high-performing culture and career growth opportunities.
• Community impact opportunities through HUB Gives.