Insurance Account Manager Job Description

Insurance Account Manager Job Description

Insurance Account Manager Job Overview

An insurance account manager acts as a customer service representative at insurance companies. With a focus on the customer service side of the insurance sales cycle, they manage and nurture customer relationships, and lead all client communications. Their responsibilities include responding to customer inquiries, explaining coverage and premiums, informing clients on any policy or billing changes, and facilitating the claims process between clients and the adjuster. Account managers work closely with the rest of the team to enable ongoing and future sales or renewals. An insurance account manager may focus on either personal lines or commercial lines of insurance, and typically work full-time at an insurance agency.

Insurance Account Manager Job Template

Insurance Account Manager Job Summary

We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!

Location

Ashburn, VA

Insurance Account Manager Responsibilities

  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies
  • Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
  • Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates

Insurance Account Manager Qualifications

  • Associates or Bachelor’s degree required, or commensurate insurance industry experience
  • Active insurance license in your state or willing to get licensed in 90 days
  • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
  • Must have very strong follow up, written and verbal communication skills and problem-solving skills
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)

Insurance Account Manager Compensation

$63,258 (National Average)

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