What are the responsibilities and job description for the Account Manager position at W3Global?
Insurance Insurance Account Manager
We're looking for someone who is relationship-driven, detail-oriented, and confident in their expertise:
Our client is all about helping our team learn, grow, and build a career they're proud of. You'll be part of a supportive environment where your expertise is valued and your growth is encouraged.
Benefits & Perks
- Provide day-to-day service to clients by updating policies, answering questions, processing payments, and delivering documentation
- Respond to client calls and correspondence related to new and existing policies, including claims support during business and after hours as needed
- Partner with producers or work directly with clients to understand coverage needs, gather information, research options, and present solutions
- Prepare quotes, bind new coverage, cancel existing policies, and negotiate with carriers when appropriate
- Schedule and participate in client reviews to evaluate coverage, identify exposures, and recommend solutions to better protect their business or personal assets
- Process renewals, remarket policies when needed, and help round out accounts with additional coverage opportunities
- Resolve service issues by identifying concerns, determining root causes, and implementing effective solutions with follow-up
- Review policies and audits for accuracy and coordinate corrections between clients and carriers
- Maintain detailed and accurate records in the agency management system
- Collaborate with team members, share knowledge, and provide support and mentorship when needed
We're looking for someone who is relationship-driven, detail-oriented, and confident in their expertise:
- Active North Carolina Property & Casualty or Life & Health license
- Minimum of two years of insurance service experience or comparable education and experience
- Strong knowledge of insurance products, coverages, underwriting, and agency procedures
- Excellent customer service skills with a professional and approachable communication style
- Strong written and verbal communication skills, along with solid math and reading comprehension
- High attention to detail with strong organization, multitasking, and follow-up skills
- Ability to manage complex situations, solve problems independently, and stay calm under pressure
- Strong time management skills and a high level of personal accountability
- Comfortable using agency management systems, rating tools, and carrier websites
Our client is all about helping our team learn, grow, and build a career they're proud of. You'll be part of a supportive environment where your expertise is valued and your growth is encouraged.
Benefits & Perks
- Work-life balance
- 401(k) with company match
- Health, Dental and Vision Insurance
- Nurse Concierge
- Telehealth and In-Home Urgent Care
- PTO
- Wellness Resources
- Free food, snacks, and beverages
- Ongoing training and professional development
- A collaborative, team-oriented culture with opportunities for career advancement
Salary : $50,000 - $55,000