Account Manager

Responsibilities

• Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.
• Process policy changes, endorsements, cancellations, and renewals accurately and promptly.
• Provide quotes for new business and remarket existing policies when appropriate.
• Build and maintain strong client relationships through professional, friendly service.
• Review coverage and policy details with clients to ensure proper protection.
• Identify cross-sell opportunities and refer to producers.
• Maintain accurate and organized client records within the agency management system.
• Assist with policy renewals by reviewing accounts for coverage needs.

Qualifications

• Highschool or GED required
• Minimum of 1-year prior insurance experience required
• Must be licensed or willing to obtain license
• Basic technology and computer proficiency (MS Word, Excel, and Outlook)
• Experience using AMS 360 or similar Agency Management System
• Demonstrate strong knowledge of insurance products, coverages, and rating
• Able to multi-task while maintaining accuracy
• Accuracy in this position is critical
• Able to prioritize and meet deadlines
• Able to work in a fast-paced environment

Benefits

• Company Paid Life Insurance, Long-Term and Short-Term Disability
• Medical, Dental, Vision and FSA/HSA plans
• 401(k) with company match
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
• Generous PTO