Account Manager - Customer Service

Movement Insurance; South Carolina; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) and Roth

Paid Time Off

Paid holidays

Employee assistance program

Career growth

Team-focused environment

Job summary

Movement Insurance is seeking a Personal Lines Account Manager to manage relationships with assigned client accounts and advocate for renewals and portfolio expansion. You will provide insurance expertise, educate customers on coverages, and collaborate with sales agents and loan officers to deliver optimal pricing and coverage.

Ideal candidates have a passion for people, adaptability, and a customer-centric mindset, plus 1+ year in account management or client success and an active P&C license

Qualifications

• Bachelor’s Degree preferred or equivalent work experience.
• 1+ years of professional account management or client success experience.
• Insurance experience with an active P&C license (or willingness to obtain within 30 days).

Responsibilities

• Develop and maintain strong relationships with key client contacts.
• Serve as primary client contact for assigned accounts.
• Provide product knowledge and insurance expertise for personal lines book.
• Advocate for renewals and portfolio expansion with best coverage/pricing.
• Proactively manage client escalations for quick resolutions.
• Escalate complex issues to leadership with actionable recommendations.
• Develop relationships with cross-functional stakeholders including sales agents and loan officers.
• Maintain accurate processing and documentation of assigned accounts in systems.

Skills

Passion for people

Adaptable

Coachable

Insurance concepts

Customer education

Active listening

Feedback skills

Education

Bachelor's Degree preferred

Insurance licensing (P&C)

Job description

So you want to be a Personal Lines Account Manager at Movement Insurance? We think you’ve got great taste!

As an Account Manager, you will be a contributing part in creating an excellent client experience. You will be responsible for managing the relationship between Movement and your assigned client accounts, advocating for our customers to renew and expand their insurance portfolio and helping them obtain the best possible coverage and pricing.

Think you have what it takes? Here’s what you need to know!

The essential functions include, but are not limited to the following:

• Develop and maintain strong, trusted relationships with key client contacts
• Serve as primary client contact for assigned accounts while utilizing a variety of communication channels
• Provide product knowledge and insurance expertise for assigned personal lines book of business
• Advocate for clients to renew and expand their portfolio while obtaining best coverage and pricing
• Proactively manage client escalations to achieve resolution as quickly as possible
• Escalate complex client issues to department leadership with actionable recommendations for solutions
• Develop and manage relationships with various cross-functional stakeholders including sales agents and loan officers
• Maintain accurate internal processing and documentation of assigned accounts within operating systems

What we are looking for:

• A true passion for people, problem solving and the customer experience
• A team player who is highly ADAPTABLE and COACHABLE and always striving for personal and professional growth
• Demonstrated knowledge of insurance concepts and principles
• Enjoy educating customers on coverages and gaps in their insurance policies
• Good listening skills with the ability to see situations from the perspective of others
• Ability to solicit, receive and implement feedback with the goal of relentless improvement

Qualified candidates will generally have:

• Bachelor’s Degree preferred or equivalent work experience
• 1+ years of professional account management or client success experience
• Experience in insurance with an active P&C license (or willingness to obtain one in first 30 days)

We also offer a benefits package that includes:

• Competitive pay (including PTO and holiday pay)
• Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE
• Retirement plan: 401(k) and Roth
• Paid Time Off: 16 days front loaded. Prorated based on the start date month
• 11.5 paid holidays per year
• Employee assistance program
• Excellent career growth opportunity
• Fun, team-focused working environment
• Employee driven community outreach program

The expected salary range for this position is between:

$40,000.00 - $55,000.00

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.