Account Manager - Remote

Overview

Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.

In Short

• Provide high-quality service to clients and account executives.
• Support senior executives in policy administration.
• Coordinate billing and payment processes.
• Process applications and manage account activities.
• Ensure client satisfaction through effective communication.
• Handle large accounts with a focus on speed and accuracy.
• Maintain records in the custom broking system.
• Manage day-to-day account transactions.
• Generate and update insurance schedules and documents.
• Work collaboratively in a team environment.

Requirements

• Some insurance industry experience preferred.
• Strong sense of urgency and thoroughness.
• Exceptional communication skills, both written and verbal.
• Detail-oriented with strong organizational skills.
• Proficient in MS Office, especially Excel and PowerPoint.
• Ability to manage multiple responsibilities effectively.
• Team player with a customer service focus.
• 1+ years of insurance brokerage or carrier experience preferred.
• College degree in Insurance or related field preferred.
• P&C Brokers License is a plus but not required.

Benefits

• Generous paid time off and leave options.
• Employee referral bonus program.
• Professional growth and development opportunities.
• Unique benefits including pet insurance and legal planning.
• 401(k) matching and comprehensive medical benefits.
• Employee recognition programs.
• Supportive work culture promoting collaboration.
• Charitable efforts and community involvement.
• Flexible work arrangements with hybrid options.
• Inclusive work environment valuing diversity.