As an Insurance Account Manager, you will serve as the primary liaison for clients, ensuring they receive exceptional service and support in managing their insurance needs. You will oversee policy maintenance, prepare quotes, answer coverage inquiries, and collaborate with both clients and insurance carriers. This role involves working within a small team and offers opportunities for growth into sales or producer positions.
Responsibilities
- Build and maintain strong client relationships through outstanding service
- Manage incoming communications regarding insurance policies and coverage
- Prepare quotes for new and existing clients across multiple carriers
- Process policy changes, renewals, endorsements, and account servicing tasks
- Review client coverage and identify opportunities for enhanced protection
- Coordinate with insurance carriers to resolve questions and claims concerns
- Maintain accurate client records and documentation
- Collaborate with producers and team members to ensure seamless customer experience
Required Qualifications
- Strong customer service skills
Preferred Qualifications
- Entry-level experience in insurance account management
- State-specific Insurance License
- Bachelor's degree in Business, Finance, or related field