Insurance Account Manager - License required

Insurance Account Manager job summary

We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. This is a great opportunity to take on an important account management role during this period of high-growth as we attain new business.

Insurance Account Manager responsibilities

• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
• Update policy changes on customer accounts in our book of business and inform clients about policy changes
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates

Insurance Account Manager qualifications

Active property and casualty insurance license

Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset

Must have very strong follow up, written and verbal communication skills and problem-solving skills

Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)

Job Types : Full-time, Permanent

Pay : $30,000.00 - $50,000.00 per year

Benefits :

401(k)

401(k) matching

Health insurance

Paid time off

Vision insurance

License / Certification :

Insurance Producer License (Preferred)

Life Insurance License (Preferred)

Work Location : In person