Job Description

Account Manager - Insurance Agency

Job Summary

Seeking a dedicated and experienced Account Manager to join a dynamic team at a well-established insurance agency. This role offers an exciting opportunity to work with a diverse portfolio of accounts, providing exceptional service and support to the valued clients. The ideal candidate will bring a strong background in insurance, excellent organizational skills, and a client-focused approach to their work. If you are passionate about delivering top-notch service and thrive in a collaborative environment, encourage you to apply.

Compensation Package

• Salary: Competitive and commensurate with experience.
• 401(k)

Responsibilities

• Manage a portfolio of accounts, ensuring timely and accurate service delivery.
• Handle quoting for new and renewal business, maintaining a high level of accuracy and efficiency.
• Collaborate with internal teams to address client needs and resolve issues promptly.
• Maintain detailed records of client interactions and policy information.
• Provide guidance and support to clients regarding policy options, coverage, and claims.
• Assist with administrative tasks as needed to ensure seamless operations.
• Contribute to the overall success of the agency by fostering strong client relationships and identifying opportunities for growth.

Qualifications/Requirements

• Licenses/Designations: Required licenses or certifications in insurance.
• Experience: Minimum of [insert preferred years of experience] years in a similar role, with a proven track record of success.
• Technical Skills: Proficiency in insurance software and tools.
• Soft Skills: Strong communication, problem-solving, and organizational skills. Ability to work independently and as part of a team. Client-focused mindset with a commitment to excellence.
• Education: Relevant educational background preferred.
• Travel: Minimal travel required, if any.

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