Job Overview
We are seeking a detail-oriented and client-focused Property & Casualty Insurance Account Manager to manage and support a portfolio of commercial and/or personal insurance accounts. This role is responsible for maintaining strong client relationships, handling policy servicing, coordinating renewals, and ensuring accurate documentation while delivering excellent customer service.
Key Responsibilities
- Manage day-to-day servicing of Property & Casualty (P&C) insurance accounts.
- Assist clients with policy inquiries, endorsements, renewals, and coverage changes.
- Review policies for accuracy and ensure all documentation is complete and compliant.
- Coordinate with insurance carriers to obtain quotes, process applications, and resolve issues.
- Prepare renewal proposals and follow up with clients to maintain retention.
- Maintain organized and up-to-date client records in the agency management system.
- Support new business processing and onboarding of clients.
- Respond promptly to client requests via phone, email, and other communication channels.
- Assist with claims follow-up and provide general guidance to clients when needed.
Requirements
- Proven experience in Property & Casualty insurance or insurance account management (preferred).
- Strong understanding of insurance terminology, coverage types, and policy structures.
- Excellent communication and customer service skills.
- High attention to detail and strong organizational abilities.
- Ability to manage multiple accounts and deadlines in a fast-paced environment.
- Proficiency in Microsoft Office and CRM/agency management systems.
- P&C license (preferred or willingness to obtain).
Preferred Skills
- Experience handling commercial or personal lines accounts.
- Strong problem-solving and relationship-building skills.
- Ability to work independently while collaborating with a team.
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