Insurance Account Manager

R-Taylor-Insurance-Agency-LLC; Bryan (OH); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Hands-on Training

Mon-Fri Schedule

Career Growth

Retirement Plan

Evenings Off

Weekends Off

6 Federal Holidays

Job summary

R Taylor Insurance Agency is seeking an Insurance Account Manager to manage client accounts, deliver exceptional service, and ensure coverage needs are met. The role focuses on supporting clients, handling policies, and fostering growth opportunities.

The position offers a salary range of $35,000–$55,000 per year, dependent on experience, with a benefits package including paid time off and retirement matching.

Qualifications

• Active Insurance License required.
• 2+ years of professional office experience.
• Detail-oriented with excellent organizational skills.
• Strong written and verbal communication skills.
• Basic computer skills, including data entry and multi-line phone systems.
• A team player who is self-motivated and driven to succeed.

Responsibilities

• Client management: Building and maintaining relationships to understand insurance needs and provide solutions.
• Policy administration: Overseeing issuance, renewal, and modification of policies.
• Claims assistance: Helping clients with the claims process and timely processing.
• Sales and business development: Identifying new opportunities and generating leads.
• Customer service: Addressing inquiries, resolving complaints, providing exceptional service.
• Market research: Keeping up-to-date with industry trends and competitor products.
• Compliance: Ensuring activities adhere to regulatory requirements and company policies.

Skills

Client management

Policy administration

Claims assistance

Sales & business development

Customer service

Market research

Compliance

Job description

Job Description

R Taylor Insurance Agency is seeking a dedicated and experienced Insurance Account Manager to join our team. In this role, you will be responsible for managing client accounts, providing exceptional customer service, and ensuring clients' insurance needs are met. Join our team as an Insurance Account Manager, where you’ll support clients, handle policies, and foster growth opportunities. The position offers a $35,000–$55,000/year salary, depending on experience, with a benefits package, including paid time off and retirement matching.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Weekends Off
• 6 Paid Federal Holidays

Responsibilities

• Client Management: Building and maintaining relationships with clients to understand their insurance needs and provide appropriate solutions.
• Policy Administration: Overseeing the issuance, renewal, and modification of insurance policies.
• Claims Assistance: Assisting clients with the claims process, ensuring timely and accurate processing.
• Sales and Business Development: Identifying new business opportunities, generating leads, and converting them into sales.
• Customer Service: Addressing client inquiries, resolving complaints, and providing exceptional service.
• Market Research: Keeping up-to-date with industry trends and competitor products to provide competitive insurance solutions.
• Compliance: Ensuring all activities adhere to regulatory requirements and company policies.

Requirements

• Candidate must have an Active Insurance License.
• 2+ years of professional office experience.
• Detail-oriented with excellent organizational skills.
• Strong written and verbal communication skills.
• Basic computer skills, including data entry and experience with multi-line phone systems.
• A team player who is self-motivated and driven to succeed.