Account Manager

Hereth Insurance Consulting LLC.; Columbia Township (MO); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Hereth Insurance Consulting LLC in Columbia, MO is seeking an Account Manager to oversee a mix of commercial and personal insurance clients in a full-time hybrid role. You will be the primary contact for inquiries, renewals, and coverage changes, coordinating with carriers to issue policies accurately and promptly.

You will assess client needs, prepare quotes and proposals, document interactions in the agency management system, and collaborate with colleagues to support agency goals.

Qualifications

• Client relationship and service skills with active listening.
• Insurance knowledge across commercial and personal lines.
• Administrative and organizational abilities with attention to detail.
• Proficiency with office tools, agency management systems, and digital comms.
• Analytical problem-solving to review coverage and options.
• Hybrid work capability and strong responsiveness.
• Experience in insurance or client account management preferred; licenses helpful.

Responsibilities

• Manage a portfolio of commercial and personal insurance clients.
• Prepare quotes and proposals; process applications and endorsements.
• Coordinate with carriers to ensure timely policy issuance.
• Proactively communicate to resolve client issues.
• Conduct periodic coverage reviews and identify upsell opportunities.
• Collaborate with internal teams and maintain records in the agency management system.
• Ensure compliance with regulatory and carrier guidelines.

Skills

Client relationship

Insurance knowledge

Administrative skills

Technical proficiency

Problem solving

Hybrid work capability

Experience in insurance industry

Education

High school diploma

Post-secondary in business/finance

Job description

Company Description

Hereth Insurance Consulting is an independent insurance agency based in Columbia, MO, providing comprehensive and personalized insurance solutions for individuals and businesses. The firm specializes in commercial insurance, including small business packages, umbrella coverage, and property insurance, as well as a broad range of personal lines. With a client-centered approach, the team focuses on building long-term relationships and designing policies that fit each client’s unique risk profile. A commitment to excellence and growth drives the expansion of services and reinforces Hereth Insurance Consulting’s role as a trusted partner in risk management and insurance consulting.

Role Description

The Account Manager is responsible for managing a portfolio of commercial and personal insurance clients, serving as a primary point of contact for policy inquiries, renewals, and coverage changes. Day-to-day tasks include assessing client insurance needs, preparing quotes and proposals, processing applications and endorsements, and coordinating with carriers to ensure accurate and timely policy issuance. The role involves proactive communication to resolve client issues, conducting periodic coverage reviews, and identifying opportunities for cross-selling and upselling appropriate products. The Account Manager will collaborate with internal team members to support agency goals, maintain detailed records in the agency management system, and ensure compliance with regulatory and carrier guidelines. This is a full-time hybrid role based in Columbia, MO, with a combination of in-office work and approved work-from-home flexibility.

Qualifications

• Client relationship and service skills, including active listening, clear communication, and a consultative approach to understanding insurance needs.
• Insurance and risk management knowledge, such as familiarity with commercial lines, personal lines, policy structures, and basic underwriting concepts.
• Administrative and organizational abilities, including attention to detail, accurate documentation, and effective time management in a fast-paced environment.
• Technical proficiency with office productivity tools, agency management systems, and digital communication platforms.
• Problem‑solving and analytical skills to review coverage options, interpret policy language, and recommend suitable solutions.
• Ability to work both independently and collaboratively in a hybrid setting, maintaining accountability and responsiveness to clients and colleagues.
• Prior experience in insurance, financial services, or client account management preferred; relevant licenses (such as Property & Casualty) or willingness to obtain them are beneficial.
• High school diploma required; post‑secondary education in business, finance, or related fields is an advantage.