Account Manager
Professional Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service.
Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations.
Review and evaluate current coverage limits to ensure each client is properly insured.
Provide re-quote and remarket services to clients for insurance products as needed or requested by the client.
Build and maintain effective relationships with underwriters and client personnel.
Ensure all client documents are properly input into the agency database.
Stay current and commit to continued learning on all relevant matters in the insurance industry.
Qualifications And Requirements
- A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required.
- 2+ years of relevant work experience in the insurance industry.
- Prior experience in Property & Casualty (P&C) Insurance.
- An active P&C insurance license required.
- Working knowledge of Applied Epic or other relevant agency management systems.
- Proficient in use of Microsoft Outlook Suite tools, including Excel.
- Excellent interpersonal and communication skills (both oral and written).
- Strong organizational skills and works well in a collaborative environment.
- Ability to self-manage workload and meet deadlines independently.
- Authorized to work in the U.S. without sponsorship now and in the future.
About Western Agency Inc, a Division of Patriot Growth Insurance Services
About Western Agency Inc, a Division of Patriot Growth Insurance Services: Western Agency is the largest independent property and casualty (P&C) insurance agency in the North Dakota and South Dakota region. Founded in 1976, Western has 10 offices offering insurance coverage and providing risk management strategies to trusted clients in the farm ranch, crop and agricultural sector, as well as the business communities including contractors, oil & gas, trucking, construction, habitational and others. Western Agency Inc is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.