Personal Lines Insurance Account Manager (Bilingual in English and Mandarin)

We have a SPOT for YOU at NavSav! We are a rapidly growing independent agency with over 75 locations across the United States and access to 150+ carriers, which translates to higher retention and customer satisfaction. We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow.

About the Role

We are hyper‑focused on growth and retention. It is just as important to retain our loyal clients as it is to bring in new ones. We need a committed account manager who brings high energy and motivation to meet goals and initiatives, providing best‑in‑class customer service while helping clients prepare for the unexpected.

Responsibilities

• Establish and develop exceptional customer relationships
• Provide prompt, accurate, and friendly customer service
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc., and process any needed policy changes
• Provide policy reviews as appropriate and remarket policy renewals as needed for clients
• Contribute to individual goals and agency success by following our set retention processes

Benefits

• Medical Insurance
• Retirement with up to 4% match
• Commission eligible when rounding out accounts and cross‑selling accounts
• Paid holidays
• Paid vacation
• Vision Insurance
• Supplemental Insurance
• Dental Insurance

Requirements

• Property and Casualty license
• Fluent in both Mandarin & English
• Pass background check
• Customer service experience
• Strong verbal and written communication skills
• Good operational computing/typing 45+ WPM (Microsoft Office Suites, Internet browsers)
• Confident self‑starter who works well independently
• Strong problem‑solving capabilities
• Ability to multi‑task