Insurance Account Manager (Licensed Ohio)

The Juris Agency; Strongsville (OH); Vor Ort; USD 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

Mon-Fri Schedule

Career Growth Opportunities

Tuition Reimbursement

Health Insurance

Zusammenfassung

The Juris Agency is seeking an Insurance Account Manager to be the face of the agency for clients, guiding them through coverage with clarity and confidence. This role focuses on accurate policy management, proactive client service, and collaboration with the sales team to ensure a seamless transition for new clients.

Ideal candidates have 3+ years in insurance account management, strong communication skills, and a detail-oriented approach.

Qualifikationen

• Three+ years of experience managing insurance accounts or servicing client policies.
• Clear explanation of complex insurance coverage details to policyholders.
• Accurate documentation of client interactions and policy changes.
• Experience with agency management systems.

Aufgaben

• Serve as the primary point of contact for policyholders with a welcoming approach.
• Review existing client policies to ensure appropriate coverage.
• Process endorsements, cancellations, and renewals accurately and on time.
• Manage incoming calls and emails to ensure clients feel heard and valued.
• Collaborate with sales to ensure smooth onboarding of new clients.
• Maintain accurate client records in agency software.

Kenntnisse

Customer service

Communication

Attention to detail

Problem solving

Ausbildung

Property and Casualty license

Tools

Microsoft Office

Jobbeschreibung

Job Description

At The Juris Agency, we believe that insurance is about more than just policies; it is about people and the peace of mind they deserve. We are currently looking for a dedicated Insurance Account Manager to help us cprovide the care our clients have come to expect. You will be the face of our agency for our clients, helping them navigate their coverage with confidence and clarity. We are looking for someone with the right balance of experience and creativity to find solutions. Whether you are explaining a complex policy detail or helping a client during a stressful time, your work will make a tangible difference. Our team operates with mutual respect and a shared goal of excellence. If you are an experienced professional who finds joy in serving others and wants to be part of a stable, supportive environment, we would love to welcome you to our office.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Tuition Reimbursement
• Health Insurance

Responsibilities

Serve as the primary point of contact for our policyholders, answering questions and addressing concerns with a welcoming approach.

Review existing client policies regularly to ensure coverage remains appropriate for their changing lives.

Process policy endorsements, cancellations, and renewals accurately and on time.

Manage incoming correspondence via phone and email, ensuring every client feels heard and valued.

Collaborate with the sales team to ensure a smooth transition for new clients joining our agency.

Maintain accurate client records in our agency software to support high-quality service standards.

Requirements

Property and Casualty insurance license issued by the State of Ohio.

Three or more years of experience managing insurance accounts or servicing client policies.

Strong command of Microsoft Office suite and agency management systems.

Ability to clearly explain complex insurance coverage details to policyholders.

High attention to detail when documenting client interactions and policy changes.

Strong problem-solving skills and a desire to help others navigate their insurance needs.