Insurance Account Manager

Phillip R. Davis & Associates; Portage (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

Phillip R. Davis & Associates in Portage, MI is seeking a full-time Account Manager to manage and grow client relationships. The role requires a P&C insurance license and involves serving as the primary contact for assigned accounts, responding to inquiries, and ensuring accurate, timely service delivery.

You will monitor performance, prepare reports, and identify opportunities to expand services. Collaboration with multiple departments and detailed documentation are essential to success in this

Qualifications

• P&C Insurance license required.
• Experience in account management or client services preferred.
• Ability to analyze account data and prepare summaries/reports.

Responsibilities

• Serve as the main point of contact for assigned client accounts.
• Respond to client inquiries and ensure timely service delivery.
• Monitor account performance and identify growth opportunities.
• Coordinate with internal teams to resolve issues and maintain accurate documentation.
• Prepare reports and provide actionable recommendations to enhance client outcomes.

Skills

Client relationship management

Active listening

Clear communication

Service-oriented mindset

Organizing and prioritizing

Multitasking

Deadline management

Account data analysis

Reporting

CRM proficiency

Education

Insurance license (P&C)

Tools

CRM software

Job description

Company Description

Phillip R. Davis & Associates is an insurance agency based in Portage, MI, dedicated to providing personalized, high-quality support to its clients. The team focuses on building long-term relationships through reliable service, clear communication, and attention to detail. Working at Phillip R. Davis & Associates offers the opportunity to collaborate closely with clients, contribute to business growth, and develop professionally in a supportive environment. The firm values integrity, accountability, and client satisfaction, and encourages team members to bring forward ideas that improve processes and outcomes.

Role Description

The Account Manager is a full-time, on-site role based in Portage, MI, responsible for managing and growing client relationships. P&C Insurance license required. Day-to-day activities include serving as the main point of contact for assigned accounts, responding to client inquiries, and ensuring that services are delivered accurately and on time. The Account Manager will monitor account performance, prepare reports, and identify opportunities to expand services or improve client satisfaction. This role involves coordinating with multiile departments, resolving issues, and maintaining detailed documentation of client interactions. The Account Manager is expected to contribute to customer satisfaction, support business development initiatives, and uphold the agency’s standards of professional service and communication.

Qualifications

• Strong client relationship management skills, including active listening, clear communication, and a service-oriented mindset.
• Proficiency in organizing and prioritizing work, managing multiple tasks simultaneously, and meeting deadlines in a fast-paced environment.
• Ability to analyze account data, prepare summaries or reports, and make recommendations to enhance client outcomes.
• Comfort using common office software and CRM or account management tools; willingness to learn new systems and processes.
• Collaborative working style, with the ability to coordinate effectively across internal teams and resolve issues constructively.
• High level of integrity, professionalism, and attention to detail in all client communications and documentation.
• Previous experience in insurance account management, client services, or a related professional services role is preferred.