Insurance Account Manager (Hybrid Role)

 

Job Summary
Seeking a dedicated and experienced Insurance Account Manager to join a team. This hybrid role offers flexibility and the opportunity to grow within a supportive environment. The ideal candidate will have experience using agency management software and a proven ability to manage a range of accounts. This role focuses on renewals, new prospects, endorsements, and service, with administrative support provided to streamline workflow.

 

Compensation Package

• Base Salary: $70,000 – $75,000 (up to $85,000 for highly qualified candidates)
• Benefits: Comprehensive benefits package, including health insurance, retirement plans, and paid time off

 

Responsibilities

• Manage a portfolio of accounts, focusing on renewals, endorsements, and new prospects
• Build and maintain strong relationships with clients, ensuring their needs are met with exceptional service
• Collaborate with an assistant who will handle administrative tasks, allowing focus on core account management responsibilities
• Identify opportunities for cross-selling and referrals to drive additional revenue
• Maintain accurate and up-to-date records in agency management software

 

Qualifications/Requirements

• Minimum of 2 years of experience working with agency management software
• Proven ability to manage a diverse range of accounts
• Strong interpersonal and communication skills, with a client-focused approach
• Ability to work effectively in a small office environment with a family-oriented culture
• Self-motivated and organized, with a keen attention to detail

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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