Licensed Insurance Account Manager

Mountain Ridge Insurance Group; Layton (UT); On-site; USD 40,000 - 70,000; Full time

Job summary

Mountain Ridge Insurance Group is seeking a Licensed Insurance Account Manager in Layton, UT. This full-time, on-site role focuses on managing client accounts, renewing policies, and creating proposals to meet clients' coverage needs.

You will develop and maintain strong client relationships, provide exceptional service, and collaborate with the team to handle renewals, adjustments, and cancellations efficiently.

Qualifications

• Active license and knowledge of insurance products.
• Strong customer service and relationship management skills.
• Detail-oriented with strong organizational abilities.
• Excellent communication and interpersonal skills.
• Proficient in insurance software and Microsoft Office.
• Ability to work independently or as part of a team.
• Experience in the insurance industry preferred.
• Educational background: high school diploma or equivalent; degree in a related field is a plus.

Responsibilities

• Manage client accounts and maintain positive client relationships.
• Create new client account proposals.
• Process policy renewals, adjustments, and cancellations.
• Provide excellent customer service and meet clients' insurance needs.
• Collaborate with team to ensure accuracy and responsiveness.

Skills

Active license

Customer service

Client relationship management

Negotiation

Attention to detail

Organizational skills

Communication

Independence & teamwork

Education

High school diploma or equivalent

Bachelor's degree in related field

Tools

Insurance software

Microsoft Office

Job description

Medium Sized P&C Insurance Agency Office

Role Description

This is a full-time on-site role for a Licensed Insurance Account Manager located in Layton, UT. The Licensed Insurance Account Manager will be responsible for managing client accounts, developing and maintaining positive client relationships, creating new client account proposals, processing insurance policy renewals, adjustments, and cancellations, providing excellent customer service, and ensuring clients' insurance needs are met.

Qualifications

• Active insurance license and knowledge of insurance products
• Customer service, client relationship management, and negotiation skills
• Attention to detail, organizational skills, and the ability to manage multiple tasks
• Strong communication and interpersonal skills
• Proficiency with insurance software and Microsoft Office Suite
• Ability to work independently and as part of a team
• Experience in the insurance industry is preferred
• High school diploma or equivalent; Bachelor's degree in a related field is a plus