Property and Casualty Account Manager

Job DescriptionWe are a high-volume, fast-paced insurance office that is looking for a results-driven Account Manager with a passion for client retention and growth. This role offers the chance to proactively manage existing client relationships while identifying opportunities to expand the client base. This position requires a dynamic individual who enjoys a blend of sales & service.Responsibilities:Acts as a trusted advisor to clients, addresses inquiries, and concerns, and provides expert insights.Analyzes insurance data to identify potential risks and delivers effective solutions.Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.Proactively contacts clients to schedule and conduct annual review calls.Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.Requirements:At least 5 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.Self-starter mentality driven to achieve goals and deliver measurable results.Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.Proactive mindset with exceptional analytical and problem-solving abilities.Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe ReaderAcrobat. Able to adapt and learn new, web-based, computer software programs. Familiarity with EZLynx is a plus.

Created: 2025-02-21