Personal Insurance Account Manager

Join a rapidly growing agency focused on delivering exceptional results for clients while building a workplace where their team can thrive. This is an agency with leadership that believes that the success of the company comes directly from investing in the growth, development, and well-being of their people.

Account Manager Qualifications

• Property and Casualty insurance license 
• One (1) year of experience in customer service or administrative support
• Possess a genuine willingness to learn
• Be intuitive and resourceful
• Possess an upbeat, positive, and enthusiastic attitude
• Be a great team player
• Ability to prioritize and multi-task
• Excellent written and verbal communication skills
• Ability to build rapport with clients
• Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Highly reliable with the ability to maintain regular attendance and punctuality

Account Manager Benefits

• Great benefits, supportive team, and room for growth!
• 401(k)
• Full benefits package
• Paid time off
• Competitive Salary + Bonus Opportunities
• Hybrid schedule- 4 days in office/1 remote
• Opportunities for career growth and advancement within the agency

Account Manager Responsibilities

• Handle inbound and outbound contacts in a courteous, timely, and professional manner
• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation
• Answer customer calls and correspondence regarding new or existing insurance policies
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
• Secure all Trailing Documents from customers
• Listen to customers, understand their needs, and resolve customer issues