Personal Insurance Account Manager
Remote · United States
Job Summary
Provide personalized service to existing clients by updating policies, generating quotes, processing payments, and delivering documentation. Respond to inquiries from customers, assist producers in understanding client needs, present policy options, finalize and bind new coverage, renewals, or cancellations, and negotiate with carriers as needed. Schedule client calls or appointments, review liability and exposure needs, evaluate replacement costs, and ensure accuracy across audits and policy records. Maintain detailed records of client interactions, collaborate with team members, mentor staff, and support ongoing client satisfaction through responsive service, issue resolution, and proactive communications. Remote part-time flexibility includes two days per week remote work, licensing assistance, and ongoing opportunities to grow product knowledge and client relationships.
Required Qualifications
- Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
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