Position Overview
We are seeking a detail-oriented and client-focused Insurance Account Managerย to join our team. The Insurance Account Manager is responsible for servicing and supporting client accounts, managing renewals, maintaining strong carrier relationships, and ensuring a high level of customer satisfaction.
This role is ideal for an experienced insurance professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.
Key Responsibilities
Client Account Management
ย ย ย ย ย ย ย ย Serve as the primary point of contact for assigned client accounts
- Manage day-to-day service needs including policy changes, endorsements, certificates, and audits
- Respond promptly and professionally to client inquiries and service requests
- Conduct policy reviews to ensure appropriate coverage and alignment with client needs
Renewals & Retention
ย ย ย ย ย ย ย ย Manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
ย ย ย ย ย ย ย ย Coordinate with producers and carriers to obtain competitive renewal options
- Support agency retention efforts by providing consistent, high-quality service
Carrier & Underwriting Coordination
ย ย ย ย ย ย ย ย Work closely with insurance carriers and underwriters to obtain quotes and negotiate pricing and coverage terms
ย ย ย ย ย ย ย ย Prepare and submit accurate applications,ย and support documentation
- Monitor underwriting requirements and carrier guidelines to ensure compliance
Compliance & Administrative Duties
ย ย ย ย ย ย ย ย Maintain accurate and up-to-date client records in EPIC
ย ย ย ย ย ย ย ย Ensure policies, endorsements, and documentation comply with state regulations and agency procedures
- Assist with claim-related documentation and follow-up as needed
- Maintain required licenses and complete continuing education as required
Collaboration & Support
ย ย ย ย ย ย ย ย Work collaboratively with producers, account managers, and leadership
ย ย ย ย ย ย ย ย Assist with onboarding new accounts and transitioning existing accounts
- Identify opportunities for process improvement and operational efficiency
Qualifications
Experience
ย ย ย ย ย ย ย ย Minimum of 5 years of experienceย in insurance account management, client services, or a related insurance role
ย ย ย ย ย ย ย ย Experience servicing commercial and/or personal lines accounts
- Ability to manage multiple accounts and deadlines with accuracy and attention to detail
Education
ย ย ย ย ย ย ย ย Bachelor's degree preferredย in Business Administration, Finance, Risk Management & Insurance, Marketing, or a related field
ย ย ย ย ย ย ย ย Equivalent insurance industry experience may be considered in lieu of a degree
Licensing & Certifications
ย ย ย ย ย ย ย ย Active state insurance licenseย (Property & Casualty and/or Life & Health, as applicable)
ย ย ย ย ย ย ย ย Professional designations such as CIC, CPCU, or CRMย are a plus
Skills & Competencies
ย ย ย ย ย ย ย ย Strong written and verbal communication skills
ย ย ย ย ย ย ย ย High level of organization and attention to detail
- Client-focused mindset with strong problem-solving abilities
- Ability to explain insurance concepts clearly and professionally
- Proficiency with Microsoft Office and insurance agency systems
Compensation & Benefits
ย ย ย ย ย ย ย ย Starting salary of $55,000 and higher, based on experience and qualifications
ย ย ย ย ย ย ย ย Performance-based increases and career advancement opportunities
- Paid time off and paid holidays
- Health, dental, vision, and retirement benefits (as applicable)
- Continuing education and professional development support
Why Join Us?
ย ย ย ย ย ย ย ย Competitive compensation with long-term growth potential
ย ย ย ย ย ย ย ย Supportive, team-oriented work environment
- Opportunity to work with established carriers and a diverse client base
- Emphasis on service excellence and client retention
- Stability and career growth within a respected insurance organization
Employment Type: FULL_TIME