Insurance Account Manager

Jobtailor; Charleston (SC); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Jobtailor in Charleston, SC is seeking an experienced Insurance Account Manager to grow a portfolio of commercial and personal lines. You will handle multi-line coverage, cross-sell, and round out existing client relationships while efficiently handling inquiries and renewals.

You will analyze risks, coordinate with carriers on coverage and claims, assist with underwriting requests and billing, and serve as a trusted advisor to clients, with a focus on retention and agency growth.

Qualifications

• Minimum of 2 years experience in insurance account management or a related field.
• P&C license required; if not licensed, obtain license within 30 days of start date.
• Must be located in Charleston.
• On-site work preferred; hybrid (3-4 days in office) considered after onboarding.

Responsibilities

• Manage and grow a book of both commercial and personal insurance clients.
• Multi-line, cross-sell, and account round current clients.
• Diligently work with new client inquiries.
• Analyze risks and recommend appropriate coverage options.
• Maintain strong client relationships through proactive communication.
• Respond timely to underwriting requests from insurance companies.
• Assist agents and customers with claims filing and processing.
• Assist agents and customers with billing and payment processes.
• Serve as a trusted advisor.
• Manage renewals, endorsements, and certificates of insurance.
• Coordinate with carriers on coverage placement and claims support.
• Ensure clients receive timely, accurate service that supports retention and growth of the agency's book of business

Skills

Insurance Account Management

Risk Analysis

Client Relationship Management

P&C License

Claims Processing

Job description

• Manage and grow a book of both commercial and personal insurance clients
• Multi-line, cross-sell, and account round current clients
• Diligently work with new client inquiries
• Analyze risks and recommend appropriate coverage options
• Maintain strong client relationships through proactive communication
• Respond timely to underwriting requests from insurance companies
• Assist agents and customers with claims filing and processing
• Assist agents and customers with billing and payment processes
• Serve as a trusted advisor
• Manage renewals, endorsements, and certificates of insurance
• Coordinate with carriers on coverage placement and claims support
• Ensure clients receive timely, accurate service that supports retention and growth of the agency's book of business

Requirements

• Minimum of 2 years experience in insurance account management or a related field
• The role requires a valid P&C license; if not currently licensed, you must obtain your license within 30 days of your start date
• Must be located in Charleston
• On-site work preferred; a Hybrid (3-4 days in office) schedule will be considered after initial onboarding

Core Competencies

Demonstrates expertise in insurance account management, including risk analysis, client relationship management, and claims processing. Proficient in multi-line insurance coverage and maintaining client retention through proactive communication and service.

Highest-signal resume keywords

• Insurance Account Management
• Risk Analysis
• Client Relationship Management
• P&C License
• Claims Processing

Hard Skills

• Multi-Line Insurance
• Cross-Selling
• Account Rounding
• Coverage Recommendations
• Renewals Management
• Endorsements Management
• Certificates of Insurance
• Underwriting Requests
• Billing Processes
• Payment Processes

Soft Skills

• Proactive Communication
• Client Advisory

Certifications & Qualifications

• P&C License

Industry Keywords

• Insurance
• Commercial Insurance
• Personal Insurance
• Claims Filing
• Coverage Placement
• Client Retention
• Agency Growth