Description
We are currently seeking a motivated and detail-oriented individual to join our growing team as an Account Manager – P&C Operations. As we continue to expand our Property & Casualty division, this role will be critical in supporting our clients and internal sales team by delivering exceptional service and operational excellence.
This position is ideal for someone with a strong background in insurance, excellent communication and organizational skills, and a passion for client service. The ideal candidate will be decisive, professional, and eager to grow within a fast-paced and collaborative environment.
Key Responsibilities
- Manage a portfolio of insurance clients, fostering long-term relationships with clients, insurance carriers, and relevant stakeholders.
- Conduct regular client meetings to review insurance coverage, assess risks, and offer tailored solutions.
- Deliver prompt, professional responses to client inquiries, ensuring a high level of customer satisfaction.
- Prepare and present new business proposals and policy presentations.
- Collaborate with clients and insurance carriers to negotiate and place appropriate insurance coverage.
- Work closely with the internal sales team to identify new client opportunities and contribute to business development.
- Stay current with industry developments, trends, and regulatory changes to provide accurate and informed service.
- Handle incoming submissions and coordinate marketing of new business and renewals with insurers.
- Support Producers with quote production, presentations, and overall account servicing.
- Generate and manage client documentation such as applications, binders, certificates of insurance, Auto ID cards, and policy endorsements.
- Review insurance policies for accuracy and distribute them to clients accordingly.
- Maintain well-organized, accurately recorded, and properly filed account records.
- Assist in the improvement and implementation of internal processes, procedures, and service efficiencies.
- Coordinate with the Accounting Department on billing-related matters.
Skills, Knowledge and Expertise
- A Property & Casualty insurance license is preferred.
- Strong follow-up, written/verbal communication, and problem-solving abilities are essential.
- Solid understanding of insurance coverages, policy language, and agency operations.
- College degree and industry designations are preferred.
- Demonstrated commitment to delivering outstanding customer service.
- Highly organized, with the ability to manage multiple tasks and priorities simultaneously.
- Strong time management and self-motivation skills.
- Ability to support both internal Producers and external clients in solving complex issues.
- Excellent interpersonal skills and professionalism.
- Proficiency in Microsoft Office Suite, especially Excel, and other agency automation systems.