Personal and Commercial Account Manager

Responsibilities

• Manage and service a portfolio of commercial and personal lines accounts.
• Handle quoting for new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Maintain accurate and up-to-date records in the AMS software system.
• Support the team with administrative tasks as needed to ensure efficient operations.

Qualifications/Requirements

• Licenses/Designations: Active insurance license required.
• Experience: Minimum of 1 year of experience in insurance account management; 3 years preferred.
• Software Proficiency: Experience with AMS software is highly desirable.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.
• Soft Skills: Strong communication and interpersonal skills; excellent organizational and time management abilities; attention to detail and accuracy in all tasks; problem-solving mindset with the ability to work independently and as part of a team; adaptability and a proactive approach to challenges.