Account Manager

A Hiring Company is seeking an Account Manager to deliver a prompt, accurate, and positive client experience while advocating for client needs. The role involves supporting and servicing a wide range of personal lines accounts such as homeowners, life, and auto insurance.

Responsibilities

• Interact with clients and colleagues in a proactive, friendly, and professional manner
• Equip clients decisions regarding changing coverage needs and additional available coverage options throughout client lifecycle
• Field underwrite, countersign, and respond to underwriter follow-ups on all cross-sold and re-written policies
• Assist clients with payment issues and changes as needed
• Process all endorsement requests and maintain policies in compliance with Commas minimum coverage standards
• Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Commas system

Skills

• At least a high school diploma (or equivalent)
• Previous sales or customer service experience (does not have to be within the insurance industry)
• Must possess and maintain a valid P&C, and Life Insurance License
• Proficient technology skills to navigate a variety of internal platforms and more than a dozen external carrier platforms
• Strong written and verbal communication skills required to establish trust among clients
• Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Interacts effectively with producers and other colleagues to deliver a seamless, professional client experience
• Higher-than-average detail orientation to ensure clients receive accurate and effective insurance solutions
• Empathetic, active listening skills with the ability to ask appropriate, effective follow up questions
• Understand and be able to explain various types of personal insurance coverage to consumers with little knowledge of how insurance works
• Consistently deliver a client-focused experience using multiple channels such as phone, video, email, and SMS
• Ability to prioritize various tasks effectively and own a task or procedure from start to finish

Benefits

• Comprehensive onboarding and training
• Employer Sponsored Benefits (Medical, Dental, Vision, Life, EAP)
• Hourly Pay plus Commission and bonuses
• 401K retirement plan with company match
• Career development and advancement opportunities within a growing company
• Paid Time Off ( Vacation, sick, personal days)
• Monday- Friday Schedules
• Hybrid (weekly Work from home days)

Company Overview