Insurance Account Manager: Client Retention & Renewals

Colonial Group; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Colonial Group seeks an experienced insurance professional to provide exceptional customer service, service existing accounts, and assist Producers by soliciting new business. You will manage the renewal process, review client policies, and prepare proposals for clients to ensure accurate coverage and timely renewals.

The role requires strong communication, detail orientation, and the ability to work within an agency setting.

Qualifications

• Associates degree or equivalent plus several years in insurance/agency environment.
• Active insurance license and ongoing CE requirements.
• Strong communication and customer-service orientation.

Responsibilities

• Packages and markets applications to carriers to obtain quotes.
• Negotiates prices, commissions, and coverages with carriers.
• Reviews policies and determines appropriate coverage levels.
• Manages renewal process for expiring policies.
• Handles client inquiries and corrects account discrepancies, including collections.

Skills

Verbal & written communication

Customer service

Problem solving

Time management

Typing speed 30-35 wpm

Teamwork

MS Office Suite

Education

Associate's Degree or equivalent combination of education and experience

Four or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

Tools

Microsoft Office Suite

Job description

Colonial Group seeks an experienced insurance professional to provide exceptional customer service, service existing accounts, and assist Producers by soliciting new business. You will manage the renewal process, review client policies, and prepare proposals for clients to ensure accurate coverage and timely renewals.

The role requires strong communication, detail orientation, and the ability to work within an agency setting.