The Junior Account Manager supports account management functions by assisting with client service, policy processing, and administrative tasks. This entry-level role involves helping clients with inquiries, processing transactions, and learning the fundamentals of insurance account management while growing into a more independent role within the agency.

Key Responsibilities:

Assist clients with policy inquiries and coverage options while providing excellent customer service to support account managers in client retention and policy renewals. Accurately process applications, renewals, endorsements, and cancellations while maintaining records, updating client information, and ensuring compliance with underwriting guidelines and agency policies. Identify cross-sell and upsell opportunities, assist in preparing quotes and proposals, and collaborate with underwriters to secure competitive coverage options. Collaborate with account managers, sales representatives, and underwriters while participating in training programs and staying updated on industry regulations, products, and best practices.

Qualifications & Skills:

Bachelor's degree in Business, Finance, Insurance, or a related field (preferred). 1-2 years of customer service, sales, or administrative experience (insurance experience is a plus). Strong communication, organization, and problem-solving skills. Ability to learn quickly and work in a fast-paced environment. Proficiency in Microsoft Office and insurance agency management systems (e.g., Applied Epic, AMS360) (preferred). State insurance license (Property & Casualty, Life & Health) or willingness to obtain.