Account Manager

About the role

Reports To: Client Service Team Leader

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure the successful renewal and retention of accounts through proactive service and relationship management.
• Maintain accurate and up-to-date records in the AMS360 agency management system.
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs.
• Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Qualifications

• Bilingual proficiency in English and Spanish
• 1–2 years of experience in insurance, customer service, or a related field preferred
• Active P&C Insurance License or L&H Insurance License
• Strong interpersonal and communication skills, both written and verbal
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment
• Familiarity with AMS360 or similar agency management systems is a plus
• Must be detail-oriented with strong organizational skills
• Active state-issued Insurance license (P&C and/or L&H) required

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K