Insurance Account Manager: Growth & Renewals

Colonial Group; Kentucky; On-site; USD 60,000 - 90,000; Full time

Job summary

Colonial Group in Kentucky is seeking an experienced client services professional to provide exceptional service for assigned customers and policies, support producers in developing new business, and manage renewal processes with accuracy.

The role requires strong communication, organization, and teamwork, with responsibilities spanning marketing, coverage reviews, billing follow-up, and ensuring data integrity in agency systems. A license and CE requirements must be maintained.

Qualifications

• Associate's Degree or equivalent required.
• 6+ years related experience required.
• Valid Insurance License required.
• Must meet continuing education requirements for license renewal.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients and discusses renewal strategy with Producer.
• Analyzes exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations with Producer coordination.
• Binds insurance coverage and prepares binders or certificates issuance.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history and responds to inquiries; resolves discrepancies.
• Participates in claims process as directed by management.
• Provides technical guidance to staff assisting with client needs.
• Notifies brokers of pertinent client retention information.
• Meets with clients as needed or directed by Producer.
• Collection of fees and reconciliation of balances within 90 days.

Skills

Microsoft Office Suite

Verbal communication

Written communication

Customer service

Leadership

Time management

Teamwork

Education

Associate's Degree or equivalent

6+ years related experience

Valid Insurance License

Continuing Education requirements

Job description

Colonial Group in Kentucky is seeking an experienced client services professional to provide exceptional service for assigned customers and policies, support producers in developing new business, and manage renewal processes with accuracy.

The role requires strong communication, organization, and teamwork, with responsibilities spanning marketing, coverage reviews, billing follow-up, and ensuring data integrity in agency systems. A license and CE requirements must be maintained.