Account Manager

NorthITE; Albuquerque (NM); On-site; USD 52,000 - 78,000; Full time

Job summary

NorthITE seeks an on-site Account Manager in Albuquerque to manage a book of personal and commercial insurance clients. You will review coverage needs, prepare quotes, and handle policy changes, renewals, and endorsements while coordinating with carriers on billing and claims.

You will maintain documentation, ensure regulatory compliance, and work closely with the sales team to identify coverage improvements and provide outstanding customer service.

Qualifications

• Strong client relationships and customer service skills.
• Experience in account management, preferably within an insurance agency or financial services environment.
• Proficiency with agency management systems, CRM tools, and standard office software (e.g., Microsoft Office or equivalent).
• Solid organizational and time-management abilities to handle multiple accounts, deadlines, and follow-ups.
• Attention to detail and accuracy in documentation, policy review, and data entry.
• Knowledge of personal and commercial insurance products and coverages; ability to learn carrier guidelines and underwriting criteria.
• Strong problem-solving and analytical skills to evaluate client needs and identify appropriate coverage solutions.
• Effective written and verbal communication skills for client correspondence and carrier interactions.
• Ability to work collaboratively in an on-site team environment and maintain a professional, inclusive demeanor.
• High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or related field is preferred.
• State insurance producer license (or ability to obtain within a defined timeframe) is highly beneficial.
• Prior experience in a consultative or sales support role is a plus.

Responsibilities

• Review coverage needs and prepare quotes for clients.
• Process policy changes, renewals, and endorsements.
• Coordinate with carriers to resolve billing or claim-related issues.
• Proactively communicate with clients and identify opportunities to improve coverage.
• Support sales efforts and maintain accurate documentation in agency systems.
• Uphold compliance with regulatory and carrier guidelines.
• Collaborate with on-site team to deliver excellent customer service.

Skills

Client relationships

Insurance knowledge

CRM proficiency

Organizational skills

Attention to detail

Communication skills

Regulatory knowledge

Team collaboration

Sales support experience

Education

High school diploma or equivalent

Associate or bachelor's degree in business/finance or related field preferred

Tools

CRM software

Agency management systems

Microsoft Office

Job description

Role Description

This is a full-time, on-site Account Manager role based in Albuquerque, NM. The Account Manager is responsible for managing a portfolio of personal and commercial insurance accounts, serving as the primary point of contact for clients. Daily tasks include reviewing coverage needs, preparing quotes, processing policy changes, renewals, and endorsements, and coordinating with carriers to resolve billing or claim-related issues. The role involves proactively communicating with clients, identifying opportunities to improve coverage, handling questions, and ensuring a positive customer experience. The Account Manager also collaborates with internal team members to support sales efforts, maintain accurate documentation in agency systems, and uphold compliance with regulatory and carrier guidelines.

Qualifications

• Strong client relationship and customer service skills, including the ability to listen, advise, and communicate clearly with diverse clients.
• Experience in account management, preferably within an insurance agency or financial services environment.
• Proficiency with agency management systems, CRM tools, and standard office software (e.g., Microsoft Office or equivalent).
• Solid organizational and time-management abilities to handle multiple accounts, deadlines, and follow-ups.
• Attention to detail and accuracy in documentation, policy review, and data entry.
• Knowledge of personal and commercial insurance products and coverages; ability to learn carrier guidelines and underwriting criteria.
• Strong problem-solving and analytical skills to evaluate client needs and identify appropriate coverage solutions.
• Effective written and verbal communication skills for client correspondence and carrier interactions.
• Ability to work collaboratively in an on-site team environment and maintain a professional, inclusive demeanor.
• High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or related field is preferred.
• State insurance producer license (or ability to obtain within a defined timeframe) is highly beneficial.
• Prior experience in a consultative or sales support role is a plus.