Cs&A Insurance

Position Overview
We are seeking a detail-oriented and client-focused Insurance Account Manager 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
• 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
• Manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
• Coordinate with producers and carriers to obtain competitive renewal options

• Support agency retention efforts by providing consistent, high-quality service

Carrier & Underwriting Coordination
• Work closely with insurance carriers and underwriters to obtain quotes and negotiate pricing and coverage terms
• Prepare and submit accurate applications, and support documentation

• Monitor underwriting requirements and carrier guidelines to ensure compliance

Compliance & Administrative Duties
• Maintain accurate and up-to-date client records in EPIC
• 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
• Work collaboratively with producers, account managers, and leadership
• Assist with onboarding new accounts and transitioning existing accounts

• Identify opportunities for process improvement and operational efficiency

Qualifications
Experience
• Minimum of 5 years of experience in insurance account management, client services, or a related insurance role
• Experience servicing commercial and/or personal lines accounts

• Ability to manage multiple accounts and deadlines with accuracy and attention to detail

Education
• Bachelor's degree preferred in Business Administration, Finance, Risk Management & Insurance, Marketing, or a related field
• Equivalent insurance industry experience may be considered in lieu of a degree
Licensing & Certifications
• Active state insurance license (Property & Casualty and/or Life & Health, as applicable)
• Professional designations such as CIC, CPCU, or CRM are a plus
Skills & Competencies
• Strong written and verbal communication skills
• 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
• Starting salary of $55,000 and higher, based on experience and qualifications
• 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?
• Competitive compensation with long-term growth potential
• 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