Managing client accounts
Maintaining strong relationships with clients
Identifying client needs and ensuring satisfaction
Coordinating policy renewals
Guiding clients through coverage options
Liaising with insurance carriers
Resolving client inquiries and escalations
Analyzing insurance policies and providing recommendations to meet client goals and requirements

Client Relationship Management and Customer Service skills
Knowledge of Insurance Policies and Risk Management
Proficiency in CRM Tools and Microsoft Office Suite
Strong Communication, Organizational, and Problem-Solving abilities
Ability to work independently and in collaboration with team members
Experience in the insurance industry is a plus
Property and Casualty Insurance License or willingness to obtain it within a specified time frame
Bachelor's degree in Business, Finance, or a related field (preferred)

Account Manager – Insurance

Key skills