Account Manager - Insurance

Job Summary: This is a very fast-paced environment. As a Property and Casualty Account Manager, you will be responsible for managing and expanding our client base by delivering exceptional service and expert advice on insurance coverage. You will act as a primary contact for clients, addressing their needs, resolving issues, and ensuring their insurance policies align with their requirements. Your role will involve managing policy renewals, claims processing, and providing tailored insurance solutions to mitigate risks.

Key Responsibilities:

1. Client Management:
   • Serve as the primary point of contact for assigned accounts, building and maintaining strong client relationships.
   • Conduct regular client meetings to review coverage needs, policy changes, and address any concerns.
   • Provide expert advice on property and casualty insurance products, coverage options, and risk management.
2. Policy Administration:
   • Manage the lifecycle of client insurance policies from inception to renewal, ensuring accuracy and compliance with regulations.
   • Prepare and present insurance proposals, quotes, and endorsements to clients.
   • Process policy changes, cancellations, and endorsements as required.
3. Administrative Duties:
   • Maintain accurate and up-to-date client records, policy details, and correspondence in the agency management system.
   • Prepare reports and documentation as needed for internal and external stakeholders.
   • Stay informed about industry trends, regulatory changes, and emerging risks to provide current and relevant advice.
4. Customer Service Excellence:
   • Deliver exceptional customer service by addressing client inquiries, resolving issues promptly, and exceeding client expectations.
   • Provide clients with clear explanations of their policy terms, coverages, and any changes.

Qualifications:

• Education: Bachelor’s degree or experience in insurance field preferred
• Experience: Experience in the insurance industry, and a similiar role is a plus
• Licensing: Active Property and Casualty Insurance license is nice to have. Additional certifications (e.g., CPCU, CIC) are a plus.
• Skills:
  • Strong understanding of property and casualty insurance products and coverage options.
  • Excellent communication and interpersonal skills.
  • Proven ability to manage multiple accounts and priorities effectively.
  • Proficient in using insurance agency management software and MS Office Suite.
  • High attention to detail and strong problem-solving skills.

Work Environment:

• Occasional travel may be required for client meetings or industry events.
• Office based

Compensation:

• Competitive salary based on experience.
• Retirement Plan, and Paid Time Off
• Opportunities for professional development and career growth.