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 our valued clients. The ideal candidate will bring a strong background in insurance, a customer-focused mindset, and the ability to manage multiple priorities effectively. If you are passionate about delivering outstanding client experiences and thrive in a collaborative environment, we encourage you to apply.

Compensation Package

• Salary: Competitive and commensurate with experience.
• Benefits: Comprehensive benefits package, including health, dental, and vision insurance
• Work Arrangement: Flexible options available, including remote, hybrid (specific days in-office), or fully in-office. Equipment provided for remote roles.
• Professional Development: Opportunities for ongoing training and career advancement.

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 using agency management software.
• Provide proactive communication to clients regarding policy updates, renewals, and other relevant information.
• Support the agency’s growth by identifying opportunities to cross-sell or upsell additional lines of coverage.
• Ensure compliance with all regulatory and company standards.

Qualifications/Requirements

• Licenses/Designations: Active insurance license required (state-specific).
• Experience: Minimum of 3-5 years of experience in an account management role within the insurance industry.
• Technical Skills: Proficiency in agency management software and Microsoft Office Suite.
• Soft Skills:
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Problem-solving mindset with attention to detail.
  • Ability to work independently and as part of a team.
  • Adaptability to changing priorities and client needs.
• Education: Bachelor’s degree in Business, Finance, or a related field preferred.

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