Account Manager

Summary

Join our team as an Account Manager to contribute to the success of our agency by selling, renewing, and managing insurance services for our clients. You will be responsible for developing and servicing accounts, working closely with producers and clients to ensure the best possible solutions are delivered. This hybrid or remote position offers a competitive salary and full benefits. The role involves new business development, renewals, retention, and ongoing client service, requiring strong communication and organizational skills. You will also mentor team members and maintain positive client relationships. A relevant Property & Casualty license is required.

Requirements

Relevant Property & Casualty License

Responsibilities

• Adhere to Agency’s Core Values & Code of Ethics
• Know and follow the Agency’s procedures and data management system
• Know the products and services provided by the Agency
• Know Agency markets and their appetites
• Know the products and rating plans offered by the carriers represented by the Agency
• Assist in the renewal & marketing process to ensure the best possible solutions are delivered to clients in a high quality and timely manner
• Mentor team members through continuous learning, transparent feedback, and talent development
• Coordinate, implement, and monitor the Agency and carrier services sold to the customer
• Maintain positive relationships with the customers
• Work with the Client/Producer to assemble, market and place coverage as necessary including but not limited to, gathering all underwriting information, preparing proposals, completing applications, obtaining signatures, collecting payment and all necessary follow ups
• Attend to clients’ needs by producing binders, certificates, policies, endorsements, and other related items
• Perform day‐to‐day account management of assigned client accounts
• Prepare summaries of insurance, schedules, and proposals as needed for account review
• Market renewals, contact clients, update applications, manage market responses and timeline, and handle other renewal activities in coordination with the producer’s needs
• Renew policies following agency standards; verify each renewal’s accuracy; ensure that all renewals are processed
• Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier
• Process customer requests, changes, cancellations, requests for binders, premium breakdowns, policy issuance and certificates of insurance
• Maintain and update files in agency management system with relevant correspondence and client documents
• Assist clients in submitting first reports of claims as needed and follow up on claims status to keep insureds informed and working in coordination with the Risk Management team
• Review and analyze insured’s contracts and COI requests regarding insurance requirements and program compliance

Preferred Qualifications

• 1+ years of Personal Lines experience
• Understanding basic personal insurance coverage and premium rating methods
• Ability to communicate in Japanese both in speaking and writing

Benefits

Full Benefits