Insurance Account Manager: Renewals & Client Care

Prospectblue; Richmond (VA); Híbrido; USD 52.000 - 68.000; Jornada completa

Descripción de la vacante

Prospectblue seeks an Account Executive/CSR to service and retain an assigned book of business. You will be the main contact for policy changes, renewals, and claims support, blending insurance knowledge with client relationship skills.

You will ensure accurate policy delivery, maintain files, and coordinate with carriers while identifying cross-sell opportunities to grow the book. This role offers hybrid work with standard business hours.

Formación

• Active Property & Casualty license or ability to obtain within onboarding.
• 1–3+ years in an insurance agency, account management, or customer service.
• Working knowledge of personal and/or commercial lines coverage.
• Proficiency with agency management systems and carrier portals.
• Strong written and verbal communication with clients.

Responsabilidades

• Serve as the primary day-to-day contact for an assigned book of clients regarding service requests and policy inquiries.
• Process policy changes, endorsements, certificates of insurance, and evidence requests accurately.
• Manage renewal processes, gather exposure information, and review coverage for gaps or changes.
• Review policies for accuracy prior to delivery, confirming coverage and endorsements match quotes.
• Maintain accurate client files and documentation in the agency system.
• Assist clients with first-notice-of-loss reporting and coordinate with carriers/adjusters.
• Identify cross-sell/upsell opportunities and refer to the appropriate producer or account executive.
• Communicate with underwriters to resolve coverage questions and address concerns.
• Prepare marketing submissions and gather underwriting information for new/renewal business.
• Stay current on carrier appetite, program changes, and product updates.

Conocimientos

Client service

Communication

Attention to detail

Time management

Herramientas

AMS360

EPIC

Applied

Descripción del empleo

Prospectblue seeks an Account Executive/CSR to service and retain an assigned book of business. You will be the main contact for policy changes, renewals, and claims support, blending insurance knowledge with client relationship skills.

You will ensure accurate policy delivery, maintain files, and coordinate with carriers while identifying cross-sell opportunities to grow the book. This role offers hybrid work with standard business hours.