Insurance Account Manager

Position Overview We are seeking a detail-oriented and client-focused Insurance Account Manager to join our team. The Insurance Account Manager is responsible for servicing and supporting client accounts, managing renewals, maintaining strong carrier relationships, and ensuring a high level of customer satisfaction. This role is ideal for an experienced insurance professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support. Key Responsibilities Client Account Management Serve as the primary point of contact for assigned client accounts Manage day-to-day service needs including policy changes, endorsements, certificates, and audits Respond promptly and professionally to client inquiries and service requests Conduct policy reviews to ensure appropriate coverage and alignment with client needs Renewals & Retention Manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations Coordinate with producers and carriers to obtain competitive renewal options Support agency retention efforts by providing consistent, high-quality service Carrier & Underwriting Coordination Work closely with insurance carriers and underwriters to obtain quotes and negotiate pricing and coverage terms Prepare and submit accurate applications, and support documentation Monitor underwriting requirements and carrier guidelines to ensure compliance Compliance & Administrative Duties Maintain accurate and up-to-date client records in EPIC Ensure policies, endorsements, and documentation comply with state regulations and agency procedures Assist with claim-related documentation and follow-up as needed Maintain required licenses and complete continuing education as required Collaboration & Support Work collaboratively with producers, account managers, and leadership Assist with onboarding new accounts and transitioning existing accounts Identify opportunities for process improvement and operational efficiency Qualifications Experience Minimum of 5 years of experience in insurance account management, client services, or a related insurance role Experience servicing commercial and/or personal lines accounts Ability to manage multiple accounts and deadlines with accuracy and attention to detail Education Bachelor's degree preferred in Business Administration, Finance, Risk Management & Insurance, Marketing, or a related field Equivalent insurance industry experience may be considered in lieu of a degree Licensing & Certifications Active state insurance license (Property & Casualty and/or Life & Health, as applicable) Professional designations such as CIC, CPCU, or CRM are a plus Skills & Competencies Strong written and verbal communication skills High level of organization and attention to detail Client-focused mindset with strong problem-solving abilities Ability to explain insurance concepts clearly and professionally Proficiency with Microsoft Office and insurance agency systems Compensation & Benefits Starting salary of $55,000 and higher, based on experience and qualifications Performance-based increases and career advancement opportunities Paid time off and paid holidays Health, dental, vision, and retirement benefits (as applicable) Continuing education and professional development support Why Join Us? Competitive compensation with long-term growth potential Supportive, team-oriented work environment Opportunity to work with established carriers and a diverse client base Emphasis on service excellence and client retention Stability and career growth within a respected insurance organization