What are the responsibilities and job description for the Insurance Account Manager position at Hereth Insurance Consulting?
About the Role
As an Account Manager, you'll own a portfolio of commercial and personal lines clients and serve as their go to contact for policy questions, renewals, and coverage changes. You'll work closely with our producers and carriers to make sure every client is properly covered, every policy is issued accurately, and every request is handled quickly. This is a full time hybrid position with a mix of in office work and approved work from home flexibility.
What You'll Do
- Serve as the primary point of contact for an assigned book of commercial and personal lines clients
- Manage renewals from start to finish, including remarketing, coverage reviews, and client presentations
- Prepare quotes and proposals, process applications, endorsements, and certificates of insurance
- Coordinate with carrier underwriters to ensure accurate and timely policy issuance
- Conduct periodic coverage reviews and identify gaps, cross selling, and account rounding opportunities
- Resolve client issues proactively and follow through until they're closed out
- Keep detailed, accurate records in our agency management system
- Ensure compliance with state regulations and carrier guidelines
What We're Looking For
- Active Missouri Property & Casualty license (or the ability to obtain one within 90 days of hire)
- Prior experience in insurance, financial services, or client account management preferred
- Working knowledge of commercial and personal lines coverages, policy structures, and basic underwriting concepts
- Strong communication skills and a consultative approach to understanding client needs
- Excellent attention to detail, organization, and time management in a fast paced environment
- Comfort with agency management systems, Microsoft Office or Google Workspace, and digital communication tools
- Ability to work independently and as part of a team in a hybrid setting
- High school diploma required; a degree in business, finance, or a related field is a plus
Why Join Us
- Hybrid schedule with work from home flexibility
- The opportunity to grow with an independent agency that's actively expanding
- A team that values relationships, accountability, and doing things the right way
- $50,000 to $80,000
- Benefits Package of Health / Dental / Vision
- Reimbursement for licensing, designations, and continuing education
To Apply
Submit your resume through Indeed. Tell us a little about your experience and why you're interested in joining an independent agency.
Pay: $50,000.00 - $118,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Experience:
- Insurance: 1 year (Preferred)
License/Certification:
- Property and Casualty License (Required)
- Life and Health License (Required)
Work Location: In person
Salary : $50,000 - $118,000