Account Manager

Jobtailor; Connecticut; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Connecticut seeks an experienced Insurance Account Manager to oversee client relationships, provide strategic coverage advice, and coordinate renewals. You will educate clients on policy details while partnering with carriers to tailor plans and manage risk. Strong communication, math, and Excel skills are essential for success.

The role requires a Property & Casualty license, 5+ years in personal lines, and willingness to travel to client sites. Bilingual Spanish/English is a plus.

Qualifications

• Property & casualty licensing knowledge and ability to advise on coverage.
• Strong analytical and mathematical skills.
• Advanced Excel and Word proficiency.
• Experience with risk management and underwriting processes.
• Excellent client communication and presentation abilities.

Responsibilities

• Manage the overall client relationship with strategic insurance guidance.
• Serve as main client contact and address inquiries.
• Provide guidance on coverage changes and contractual requirements.
• Educate clients on policy exclusions and exposures.
• Develop tailored insurance plans and risk solutions.
• Assess coverage as field underwriter and bind coverage with carriers.
• Manage renewal remarketing to support high client retention.
• Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies.
• Communicate billing and invoicing options.
• Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents.
• Assist clients with first reports of claims and carrier responses.
• Conduct policy reviews during renewals and audits and implement corrections.
• Identify audit discrepancies and determine actions.
• Review cancellation requests and retain clients where possible.
• Stay informed about industry developments and products.
• Recommend process improvements and innovative technology adoption.
• Identify and resolve complex client service issues.

Job description

• Manage the overall client relationship by providing strategic advice on coverage, risk management, and business needs
• Serve as the main point of contact for clients and address inquiries
• Provide guidance on coverage changes and contractual requirements
• Educate clients on policy exclusions and exposures
• Partner in developing insurance plans tailored to client needs
• Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
• Manage renewal remarketing to support high account retention
• Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies
• Communicate billing and invoicing options
• Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents
• Assist clients with first reports of claims and facilitate carrier responses and claim settlements
• Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections
• Communicate significant audit discrepancies and determine further action
• Review cancellation requests and attempt to retain client accounts
• Stay informed about industry developments, products, legislation, coverage options, and technology
• Recommend process improvements
• Identify and resolve complex client service issues
• Adopt innovative technology, including proprietary AI solutions, in the service process
• Perform other assigned projects, duties, and tasks

Requirements

• A Property and Casualty License from state of domicile is required and must be maintained
• High School Diploma or equivalent
• Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage
• Bilingual (Spanish/English) is a plus or a must in some locations
• Strong analytical and mathematical skills
• Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
• In-depth understanding of advanced personal lines of coverage and ability to advise clients on complex insurance needs
• Excellent written and verbal communication skills
• Proficient in Microsoft Office, primarily Excel and Word
• Computer literacy and ability to learn new software applications
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures
• Valid driver’s license
• Ability to travel to client sites
• Reliable source of transportation

Core Competencies

Demonstrates expertise in managing client relationships and providing strategic insurance advice, with a strong focus on personal lines of coverage and risk management. Proficient in utilizing technology and analytical skills to enhance client service and retention.

Highest-signal resume keywords

• Property And Casualty License
• Account Management Experience
• Bilingual (Spanish/English)
• Advanced Personal Lines Knowledge
• Microsoft Office Proficiency

ATS Optimization Keywords

Hard Skills

• Risk Management
• Insurance Underwriting
• Policy Review
• Claims Facilitation
• Analytical Skills
• Mathematical Skills
• Insurance Market Knowledge
• Quotations Preparation
• Contractual Requirements Guidance
• Process Improvement

Soft Skills

• Client Communication
• Presentation Skills
• Problem Solving
• Relationship Management
• Attention To Detail

Certifications & Qualifications

• Property And Casualty License

Industry Keywords

• Personal Lines Coverage
• Insurance Products
• Insurance Ratings
• Client Retention
• Audit Discrepancies

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• Presentation Software
• Proprietary AI Solutions