Insurance Account Manager

Impact Performance Team; Charleston (SC); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

40% commission on new business

Paid Time Off

Job summary

Impact Performance Team in Charleston, SC is seeking an Account Manager to be the primary contact for a book of property and casualty clients. You will manage renewals, endorsements, certificates of insurance, and coordinate with carriers on coverage and claims support.

The role emphasizes relationship-building, proactive client communication, and growth of the agency's book of business. On-site work is preferred, with a hybrid option after onboarding.

Qualifications

• Minimum 2 years experience in insurance account management or a related field.
• Must hold a valid P&C license or obtain within 30 days with the agency assisting with pre-licensing.
• Located in Charleston; on-site preferred, hybrid option after onboarding.

Responsibilities

• Manage and grow a book of commercial and personal insurance clients.
• Cross-sell and expand current client accounts.
• Diligently work with new client inquiries.
• Analyze risks and recommend appropriate coverage options.
• Maintain strong client relationships through proactive communication.
• Assist with claims filing and processing and with billing/payments.

Skills

Account management

Relationship management

Insurance knowledge

Job description

Our client is a locally owned, Charleston, South Carolina based risk management firm. They focus on both commercial and personal lines of business with an emphasis on property programs for coastal and catastrophic wind exposed risks. They have partnered with some of the finest insurance carriers in America to offer unparalleled options to their clients. Their team has extensive experience in advising high net worth individuals and families in addition to a focus on commercial real estate insurance portfolio programs. Their expertise includes contract review, due diligence and risk management strategies while also directing the placement and servicing of complex coastal property insurance risks. The firm is expanding and this role comes with tremendous growth opportunity.

Role Overview

This role is ideal for a relationship-driven insurance professional who believes protecting clients is more important than pushing policies. As Account Manager, you will serve as the primary point of contact for an assigned book of property and casualty insurance clients. You will be responsible for managing renewals, endorsements, and certificates of insurance, coordinating with carriers on coverage placement and claims support, and ensuring clients receive timely, accurate service that supports retention and growth of the agency's book of business. Your key responsibilities may include:

• 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
• Agent and customer assistance with claims filing and processing
• Agent and customer assistance with billing and payment processes
• Serve as a trusted advisor

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. The agency will assist with pre-licensing coursework and exam fees
• Must be located in Charleston
• On-site work preferred, however a Hybrid (3-4 days in office) schedule will be considered after initial onboarding

Benefits

This role starts with:

• $50-55k base salary
• 40% commission on new business (earning potential around $70-75k in year 1)
• Paid Time Off (PTO)