Insurance Account Manager

Impact Performance Team; South Carolina; Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

PTO

Hybrid schedule

Licensing assistance

Job summary

Impact Performance Team in Charleston, SC, seeks an Account Manager to service a book of property and casualty clients. You will manage renewals, endorsements, certificates of insurance, and liaise with carriers to place coverage and support claims.

We are looking for a relationship-driven professional with at least 2 years in insurance account management, and a valid P&C license (or willing to obtain within 30 days with agency support). On-site preferred, with a Hybrid option after onboarding.

Qualifications

• 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.

Responsibilities

• Manage and grow a book of commercial and personal insurance clients.
• Cross-sell and round current clients for multi-line coverage.
• Diligently work with new client inquiries.

Skills

Account management

Client relationships

P&C license

Sales/cross-sell

Renewals

Endorsements

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
• 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

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)