Account Manager

Interactive Resources - iR; Orlando (FL); Remote; USD 45,000 - 55,000; Full time

Job summary

An established industry player is seeking a Property & Casualty Account Manager to enhance client relationships and drive agency revenue. This role involves managing a portfolio of clients, providing tailored insurance solutions, and ensuring exceptional service to foster loyalty. With a focus on communication and proactive engagement, you'll play a key role in maximizing client satisfaction and retention. Join a dynamic team that values your expertise and offers a comprehensive benefits package, including medical coverage and a 401(k) plan. If you're ready to make a significant impact in the insurance sector, this opportunity is perfect for you.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

Flexible Spending Account

Health Savings Account

Commuter Transit Programs

Short-Term Disability Insurance

Long-Term Disability Insurance

Group Life Insurance

401(k) Retirement Plan

Qualifications

• 3-5 years experience in account management or sales in insurance.
• Active Florida 220 Insurance License is a must.

Responsibilities

• Manage client accounts and ensure high satisfaction.
• Identify cross-selling opportunities to grow business.

Skills

Client Relationship Management

Problem-Solving Skills

Communication Skills

Organizational Skills

Industry Knowledge

Education

High School Diploma or GED

Associate Degree in Business

Bachelor’s Degree in Sales or Marketing

Tools

CRM Systems

Microsoft Office Suite

Job description

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Interactive Resources - iR provided pay range

This range is provided by Interactive Resources - iR. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $55,000.00/yr

Additional compensation types

Annual Bonus

Position Summary:

As a Property & Casualty Account Manager, you will be responsible for delivering excellent service to current clients while efficiently managing and expanding a portfolio of business. This role requires cultivating strong client relationships, offering additional insurance products, and ensuring a high level of satisfaction to foster loyalty and drive agency revenue.

Key Responsibilities:

• Build Strong Client Relationships: Understand each client’s specific needs, provide responsive support, and deliver top-notch service to develop lasting connections.
• Proactive Communication: Regularly engage with clients to not only meet but exceed their expectations, identifying areas where coverage can be customized to better suit their needs.
• Account Management: Oversee both new and renewed accounts by assessing risk, recommending coverage options, and ensuring they align with underwriting standards.
• Maintain Client Records: Ensure accurate and efficient management of client data, process endorsements, and issue policies with precision and speed.
• Renewal and Expiration Management: Review reports on policy renewals and expirations to create action plans aimed at maximizing client retention and satisfaction.
• Grow Business Through Cross-Selling: Identify opportunities to cross-sell additional policies that align with clients’ evolving needs and risk profiles.
• Expert Guidance: Use your knowledge of insurance products and industry trends to offer clients informed, expert advice and the best coverage strategies.
• Collaborate Across Teams: Act as a liaison between clients, producers, underwriters, and agency management, ensuring smooth communication and cooperation.
• Stay Current with Industry Trends: Keep up with the latest industry developments, carrier updates, and best practices by participating in training and development programs.

Required Skills & Qualifications:

• Experience: 3 to 5 years in account management, customer service, or sales within the insurance industry.
• Education: High School Diploma or GED required; Associate Degree in Business or related field preferred.
• Licensing: Active Florida 220 Insurance License is a must.
• Industry Knowledge: Experience with Property & Casualty Insurance.
• Additional Education: A bachelor’s degree in Sales, Marketing, Business Administration, or a related field is a plus.
• Commercial Lines Expertise: Strong understanding of commercial lines insurance, including coverage options, policies, procedures, and underwriting guidelines.
• Client Relationship Management: Proven ability to build and maintain solid client relationships, ensuring satisfaction and retention.
• Organizational Skills: Strong ability to prioritize and manage day-to-day tasks efficiently.
• Problem-Solving Skills: Excellent analytical thinking with a proactive approach to resolving issues.
• Communication Skills: Clear and professional verbal and written communication skills. Proficiency in CRM systems and Microsoft Office Suite is required.
• Work Authorization: Must be authorized to work in the U.S. without sponsorship.

Benefits Package:

Along with a competitive salary, we offer a comprehensive benefits package that includes:

• Medical, Dental, and Vision Coverage
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Commuter Transit Programs
• Company Paid Short-Term Disability, Long-Term Disability, and Group Life Insurance
• Employee Assistance Program (EAP)
• Paid Holidays and Personalized PTO
• 401(k) Retirement Plan

Compensation:

• Salary Range: $45,000-55,000 annually, plus Bonus/Commission based on experience.

Job Location:

This is a full-time, remote position in Florida

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance and Insurance Agencies and Brokerages

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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