Insurance

Account Manager -- Insurance Services

Job Purpose

In this role, you will be responsible for managing and retaining client relationships while actively pursuing new business opportunities. You will play a key role in providing excellent customer service, offering tailored insurance solutions, and driving revenue growth through new business and renewals.

Duties

• **Client Relationship & Retention:** Serve as the primary contact for clients, providing policy reviews, resolving inquiries, supporting onboarding, managing renewals, and ensuring timely premium payments to drive retention and satisfaction.
• **Sales, Prospecting & Proposals:** Identify new business opportunities through outreach and networking, assess client needs, and deliver tailored insurance proposals by preparing quotes and marketing accounts to carriers.
• **Compliance & Risk Management:** Conduct policy audits to ensure compliance and assist clients at risk of policy cancellation.
• **Payment Processing & Collections:** Handle accurate and timely payment processing and collections for policyholders.
• **Industry Knowledge & Development:** Stay informed on industry trends, regulations, and products to enhance service quality and achieve sales goals.
  
  

Skills/Qualifications

• **Education:** High school diploma or equivalent required.
• **Experience:** 1--2 years of recent customer service and insurance experience preferred, with a background in sales, outbound marketing, lead generation, and meeting performance targets.
• **Licensing:** Property & Casualty license required (training available for the right candidate); Life, Health, and Disability licenses highly preferred.
• **Technical Skills:** Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) and familiarity with CRM and AMS systems, especially Hawksoft, is preferred.
• **Communication & Interpersonal Skills:** Strong verbal and written communication skills with the ability to build rapport across diverse client profiles.
• **Organizational & Analytical Abilities:** Proven ability to manage multiple priorities, solve problems effectively, and stay organized in a fast-paced environment.
• **Additional Requirements:** Must pass a background check. Bilingual in English/Spanish is highly preferred
  
  

Compensation

• **Plus Commission**
• **Bonus opportunities**
• Competitive benefits package
• Paid holidays
• Paid time off
• Paid Training
• Paid Licensing (if needed)