Account Manager managing client service and communication in the personal lines insurance sector. Overseeing administrative processes and mentoring team members for a major insurance brokerage.
Responsibilities
Responsible for overseeing client service and communication, ensuring excellence in every interaction.
Managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports.
Handling proposals, AORs (Agency of Record), cancellations, and policy reviews.
Managing incoming correspondence and facilitating effective team communication.
Delegating work to Account Associates and mentoring team members.
Requirements
5+ years of industry experience
State required active licensing
Exceptional customer service and communication skills
Strong multi-tasking, organizational, delegation, and decision-making skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School diploma (or equivalent)
Benefits
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
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