Insurance Account Manager I

Description

Build Relationships. Deliver Solutions. Make an Impact.

We believe exceptional service is the foundation of lasting client relationships. We're looking for a customer-focused Account Manager I who enjoys helping people, solving problems, and delivering insurance solutions that meet the evolving needs of our clients. In this role, you'll partner closely with clients, insurance carriers, and internal team members to provide outstanding support while contributing to the continued growth and success.

What You'll Do

As an Account Manager I, you'll play a key role in supporting and managing a portfolio of insurance accounts while ensuring clients receive timely, professional, and knowledgeable service.

Client Service & Account Management

• Serve as a trusted point of contact for clients and carrier partners.
• Assist with policy servicing, renewals, endorsements, certificates, billing inquiries, and claims support.
• Review insurance coverage and help identify solutions that align with clients' needs.
• Maintain accurate client records and documentation within agency management systems.
• Ensure policies, endorsements, audits, and related documents are processed accurately and efficiently.
• Monitor renewal activity and maintain appropriate follow-up to support account retention.
• Coordinate premium financing and collections activities when needed. 

Business Development & Growth

• Manage and support an assigned book of business.
• Identify opportunities to strengthen client relationships through additional insurance products and services.
• Support agency production goals through lead follow-up and relationship-building activities.
• Work collaboratively with Producers to develop and retain business. 

Collaboration & Problem Resolution

• Partner with Producers, underwriters, carriers, and internal teammates to deliver seamless service.
• Research and resolve policy, claims, billing, and service-related issues.
• Market accounts to carriers when appropriate and assist with obtaining coverage solutions.
• Provide proactive recommendations when client circumstances or insurance needs change. 

Requirements

• High school diploma or GED.
• Customer service, sales, retail, banking, insurance, or other client-facing experience preferred.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and business software applications.
• Strong organizational skills with attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment