Our client is a growing insurance brokerage firm seeking a detail-oriented Account Manager to support the sales team. This internal support role focuses on account management, renewals, proposals, and billing, certifying smooth operations without direct client-facing sales. The ideal candidate is organized, proactive, and committed to top-tier customer service while collaborating with sales professionals.

This is a great opportunity for someone who enjoys the operational side of insurance and seeks a structured, team-oriented role in a dynamic firm. If this sounds like you, we’d love to hear from you!

Responsibilities

• Monitor renewal timelines and proactively track expiring policies to ensure no lapse in coverage.
• Notify sales representatives well before upcoming renewals, providing relevant details to facilitate timely client outreach.
• Identify potential coverage changes or adjustments needed and relay information to the sales team for review.
• Compile and format insurance proposals for prospective and renewing clients, ensuring clarity and accuracy.
• Work with insurance carriers to obtain quotes and confirm premium amounts.
• Generate/process invoices, ensuring billing is accurate, timely, and aligned with the agreed-upon policy terms.
• Reconcile discrepancies in invoices or payments and work with internal teams and carriers to resolve issues.
• Point of contact with clients on service-related inquiries, policy changes, endorsements, or claims assistance.
• Communicate directly with insurance carriers to obtain necessary documentation, policy confirmations, and pricing details.
• Provide timely and professional responses to client requests, ensuring a high level of customer service.
• Collaborate with internal teams to maintain clear and efficient communication between all stakeholders.
• Assist sales representatives by handling administrative tasks, allowing them to focus on client acquisition and relationship management.
• Provide insights and updates on client accounts, renewal statuses, and outstanding service items.
• Maintain a supportive role within the team, contributing to a smooth and efficient workflow without participating in direct client sales efforts.
• Maintain accurate records and ensure compliance with internal workflows and industry regulations.
• Ensure compliance with industry standards, regulatory requirements, and internal policies.
• Regularly review and update internal processes to enhance efficiency and adherence to best practices.
• Assist in audits, reporting, and quality control measures to uphold the firm’s commitment to accuracy.

Ideal Experience

• Bachelor’s degree preferred.
• 2-5 years of experience in the insurance industry, preferably within an agency or brokerage setting.
• Proficiency in EPIC or similar agency management systems is highly desirable.
• Exceptional organizational skills with the ability to solve problems effectively.
• Strong communication skills with the ability to collaborate within a team-oriented environment.
• Comfortable in a support-focused role, providing essential operational assistance.
• Exceptional attention to detail, ensuring accuracy, and maintaining high service standards.
• Committed to providing a white-glove service experience while delivering responsive and personalized support.
• Self-motivated and proactive, taking ownership of responsibilities with minimal supervision and consistently striving for operational excellence.

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Up to $120,000 per year