Hybrid Commercial Lines Account Manager - Client Impact

Patriot Growth Insurance Services, LLC; Waterloo (IA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

401(k)

Paid Parental Leave

Personalized PTO

Job summary

An established insurance services firm is seeking a Commercial Lines Associate Account Manager to support its commercial clients. This hybrid, full-time position involves managing accounts, processing policy changes, and providing exceptional service. The ideal candidate has at least one year of customer support experience and the willingness to obtain an Iowa Property and Casualty Insurance License. This role offers opportunities for growth within a supportive environment.

Qualifications

• At least 1 year of experience in a customer support or account management position.
• Obtain and maintain Iowa Property and Casualty Insurance License.
• Comprehensive knowledge of commercial lines insurance products.

Responsibilities

• Work closely with account managers to understand clients’ needs.
• Support policy changes and confirm the accuracy of all documentation.
• Document all client policies and maintain confidentiality.

Skills

Customer service

Policy management

Client relationship management

Data entry

Education

High School Diploma/GED

Associate or Bachelor’s Degree in Business Administration

Tools

CRM system

Microsoft Office Suite

Job description

An established insurance services firm is seeking a Commercial Lines Associate Account Manager to support its commercial clients. This hybrid, full-time position involves managing accounts, processing policy changes, and providing exceptional service. The ideal candidate has at least one year of customer support experience and the willingness to obtain an Iowa Property and Casualty Insurance License. This role offers opportunities for growth within a supportive environment.