Job title: P&C Licensed CSR-Agent
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Canfield, OH
Job published: 03/09/2026
Job ID: 151260

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 is pivotal in managing client relationships, ensuring exceptional service delivery, and supporting the growth of our business. The ideal candidate will have a strong background in insurance, excellent organizational skills, and a passion for providing top-tier customer service. This is a fully in-office position, offering an opportunity to work in a collaborative and professional environment.

Compensation Package

  • Salary: Competitive and commensurate with experience.
  • Benefits: Full benefits package, details to be provided during the interview process.

Responsibilities

  • Manage a portfolio of insurance accounts, ensuring client satisfaction and retention.
  • Handle daily administrative tasks, including quoting new and renewal business.
  • Collaborate with team members to provide seamless support for clients across various lines of business.
  • Maintain accurate records and documentation for all client interactions and policies.
  • Provide expert advice and solutions tailored to clients' insurance needs.
  • Assist in the growth and development of the agency by identifying opportunities for cross-selling and upselling.
  • Ensure compliance with industry regulations and company policies.

Qualifications/Requirements

  • Licenses/Designations: Required licenses in relevant insurance lines.
  • Experience: Minimum of 3-5 years of experience in an insurance account management role.
  • Technical Skills: Proficiency in insurance software and tools.
  • Soft Skills:
    • Strong communication and interpersonal skills.
    • Exceptional organizational and time-management abilities.
    • Problem-solving mindset with attention to detail.
    • Ability to work collaboratively in a team-oriented environment.
    • Customer-focused with a proactive approach to service delivery.
  • Education: Relevant educational background in business, finance, or a related field is preferred.

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