Account Manager – Personal Insurance

Role Overview

• Ensure clients receive the service needed to properly manage their insurance policies
• Manage a book of personal line accounts
• Market to carriers, prepare quotes and proposals
• Respond to policy inquiries (email, phone)
• Maintain renewal controls on expirations and binders
• Check policies/endorsements/audits for accuracy
• Maintain accurate and organized account files

Requirements

• High school diploma/GED (college preferred)
• 1-2 years of relevant experience
• Confidence and demeanor to effectively interact with all levels within the organization and clients
• Ability to work with Microsoft Office Suite and Outlook

Benefits

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!