Middle Market Account Manager

Tedford-Insurance; Muskogee (OK); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Dental insurance

Vision insurance

Employee assistance program

Flexible spending account

Health savings account

Life insurance

Paid time off

Job summary

Tedford-Insurance in Muskogee, OK is seeking an experienced Client Account Manager to professionally manage and retain assigned commercial accounts.

You will handle new and renewal marketing, prepare proposals, respond to client inquiries, and coordinate with carriers to ensure accurate submissions. The role emphasizes service excellence and teamwork to meet retention goals.

Qualifications

• High School diploma or equivalent required.
• Valid Oklahoma Property & Casualty Insurance license.
• Minimum 2 years of Commercial Lines Account Management experience.
• CIC and/or CISR designations preferred.
• Must have a valid Driver's License.

Responsibilities

• Provides professional, courteous service to clients, carrier representatives, underwriters, and business partners.
• Develop account marketing strategies.
• Prepare proposals and summaries of insurance.
• Respond to client requests for information, documents, and general insurance inquiries.
• Prepare applications and other required documents for new and renewal submissions and submit to carriers.
• Document conversations with clients and carriers and update systems.
• Prepare reports for management as required.
• Performs other related duties as assigned.

Skills

Communication skills

Attention to detail

Team collaboration

Leadership

Client relationships

Microsoft Office

Data entry

Workflow management

Fast-paced work

Problem solving

Education

High School diploma or equivalent

Property & Casualty Insurance license (OK)

CIC designation (preferred)

CISR designation (preferred)

Tools

AMS

Job description

GENERAL SUMMARY:

Responsible for professionally managing and retaining assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.

PRIMARY RESPONSIBILITIES:

• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
• Develop account marketing strategies.
• Prepare proposals and summaries of insurance as needed.
• Respond to client requests for information, documents, and general insurance related inquiries.
• Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.
• Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.
• Prepares reports for management as required or requested.
• Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

KNOWLEDGE, SKILLS & ABILITIES:

• Exceptional verbal and written communication skills.
• Quality Management - demonstrates attention to details.
• Outgoing, goal driven, and detail orientated.
• Advanced organizational leadership skills required.
• Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
• Proficient with Microsoft Office Suite, AMS and/or related software.
• Proficient in typing and data entry.
• Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
• Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.

EDUCATION, LICENSES AND EXPERIENCE:

• High School diploma or equivalent required.
• Must have a valid Oklahoma Property & Casualty Insurance license.
• Industry designations such as CIC and CISR are preferred.
• Must have a minimum 2 years of Commercial Lines Account Management experience.
• Valid Drivers License.

BENEFITS:

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Employee assistance program
• Flexible spending account
• Health savings account
• Life insurance
• Paid time off