What are the responsibilities and job description for the Insurance Account Manager position at Allen Tate Insurance Services, LLC?
Insurance Account Manager
Built Different. Built for Your Success.
Most insurance agencies offer a job.
Most insurance agencies offer a job.
At Howard Hanna Insurance Services, we offer something more: a chance to build a meaningful career with a team that's committed to your growth, your success, and the clients you serve.
We're looking for an experienced Insurance Account Manager who thrives on building relationships, solving problems, and helping people protect what matters most. If you take pride in delivering exceptional service and want to be part of a company that values your expertise, we'd love to meet you.
Why Howard Hanna Insurance?
Because we're built differently.
Because we're built differently.
As part of one of the nation's largest family-owned real estate organizations, we combine the strength of a trusted brand with a collaborative culture focused on people, relationships, and long-term success.
We believe insurance is about more than just the policies. It's about helping families, protecting futures, and showing up when clients need trusted guidance the most.
What You'll Do
As an Insurance Account Manager, you'll be a trusted resource for clients throughout their insurance journey. You will:
As an Insurance Account Manager, you'll be a trusted resource for clients throughout their insurance journey. You will:
- Build and maintain strong client relationships through exceptional service
- Assist clients with policy reviews, renewals, coverage changes, and claims support
- Identify opportunities to strengthen coverage and provide additional value
- Present insurance solutions tailored to individual client needs
- Work closely with carrier partners to secure the best outcomes
- Maintain accurate records and documentation
- Help create an experience that drives loyalty, referrals, and long-term relationships
What We're Looking For
We're looking for an insurance professional who combines industry expertise with a passion for helping clients navigate important coverage decisions. You'll be successful in this role if you:
- Hold an active Property & Casualty (P&C) insurance license preferred
- Have at least two years of personal lines insurance account management experience
- Possess a strong understanding of insurance products, coverages, rating procedures, underwriting guidelines, and industry operations
- Demonstrate exceptional customer service and relationship-building skills
- Communicate effectively both verbally and in writing, with confidence and professionalism
- Can analyze client needs, present coverage options, and recommend solutions that provide meaningful protection
- Have the ability to resolve complex customer issues with tact, urgency, and sound judgment
- Are highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
- Are comfortable using agency management systems and other technology tools to support client service and account management
- Take ownership of your work while collaborating effectively with teammates and carrier partners
What's In It For You?
- Competitive compensation
- Comprehensive benefits package
- Paid professional development and continuing education
- Career growth opportunities within a growing organization
- A supportive, team-oriented culture
- The stability of a respected industry leader
About Howard Hanna Insurance Services
Howard Hanna Insurance Services is a Trusted Choice® independent insurance agency representing many of the nation's leading insurance carriers. As part of the Howard Hanna Family of Companies, we help clients through every stage of homeownership with integrated real estate, mortgage, title, relocation, and insurance services.
Built Different. Built for People.
Built for clients.
Built for communities.
Built for careers.
Built for you.
Apply today and discover what’s possible with a team that’s Built Different.