Account Manager, Commercial Insurance (Remote Option)
On-siteDamascus, Maryland, United States
Job Summary
Develop relationships with clients and attend meetings while contributing to proposal preparation and carrier communication. Review proposals and source documents for accuracy under the direction of senior team members. Create and maintain client files within the agency management system and assist with billing inquiries from clients and insurance personnel. Reconcile financial reports and handle situations in a calm, professional manner using strong analytical and problem-solving skills. This full-time role is based in the Onancock, VA office with a remote option available. P&C licensing is required or obtainable within three months of hire.
Required Qualifications
- High-level client service experience
- P&C licensed or ability to obtain licensing within 3 months of hire
- Must be able to read, analyze and reconcile financial reports
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision-making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines, and technology
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- Customer-focused to establish and maintain effective relationships
- Self-confident to make sound independent decisions
- Highly organized with excellent verbal and written communication skills
- Ability to obtain licensing within 3 months of hire
- Must be able to read, analyze and reconcile financial reports
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision-making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines, and technology
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- Customer-focused to establish and maintain effective relationships
- Self-confident to make sound independent decisions
- Highly organized with excellent verbal and written communication skills
Desired Qualifications
- Associates degree (or equivalent)
- BA/BS preferred
- Insurance experience preferred or able to demonstrate a focus on an insurance career
- Must be able to read, analyze and reconcile financial reports
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision-making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines, and technology
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- Customer-focused to establish and maintain effective relationships
- Self-confident to make sound independent decisions
- Highly organized with excellent verbal and written communication skills
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