Account Manager - Remote

Overview

The Account Manager will manage an assigned book of business, ensuring account retention and supporting new business while coordinating customer service activities.

In Short

• Manage a book of business for account retention.
• Coordinate administrative and customer service activities.
• Handle customer service requests and policy administration.
• Manage policy expirations and renewals.
• Conduct client research and negotiate coverages.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and data accuracy.
• Deliver excellent service and respond to service requests.
• Stay updated on company policies and procedures.
• Champion company values and seek continuous improvement.

Requirements

• 3+ years of account management experience.
• Thorough knowledge of insurance brokerage.
• Active Property & Casualty licensing required.
• Strong analytical and problem-solving skills.
• Exceptional customer service and communication skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma or equivalent.

Benefits

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Employee stock plan participation.
• Professional growth opportunities.
• Respectful culture and work-life balance.
• Community service commitment.
• Supportive teammates and rewarding environment.