On-Site Insurance Account Manager – Client Solutions

WAFD Insurance Group; Albuquerque (NM); On-site; USD 52,000 - 76,000; Full time

Job summary

WaFd Insurance Group, Inc. is seeking a full-time Account Manager in Albuquerque, NM to manage a portfolio of personal and commercial insurance accounts, serving as the primary client contact.

You will review coverage needs, prepare quotes, process policy changes, renewals and endorsements, and coordinate with carriers to resolve billing or claim issues, while maintaining accurate records and ensuring regulatory compliance.

Qualifications

• Strong client relationship and customer service skills, including the ability to listen, advise, and communicate clearly with diverse clients.
• Experience in account management, preferably within an insurance agency or financial services environment.
• Proficiency with agency management systems, CRM tools, and standard office software (e.g., Microsoft Office or equivalent).
• Solid organizational and time-management abilities to handle multiple accounts, deadlines, and follow-ups.
• Attention to detail and accuracy in documentation, policy review, and data entry.
• Knowledge of personal and commercial insurance products and coverages; ability to learn carrier guidelines and underwriting criteria.
• Strong problem-solving and analytical skills to evaluate client needs and identify appropriate coverage solutions.
• Effective written and verbal communication skills for client correspondence and carrier interactions.
• Ability to work collaboratively in an on-site team environment and maintain a professional, inclusive demeanor.
• State insurance producer license (or ability to obtain within a defined timeframe) is highly beneficial.
• Prior experience in a consultative or sales support role is a plus.

Responsibilities

• Manage a portfolio of personal and commercial insurance accounts, serving as the primary contact for clients.
• Review coverage needs and prepare quotes.
• Process policy changes, renewals, and endorsements.
• Coordinate with carriers to resolve billing or claim-related issues.
• Proactively communicate with clients and identify opportunities to improve coverage.
• Collaborate with internal team members to support sales efforts and maintain accurate documentation.
• Uphold regulatory and carrier guidelines and ensure a positive customer experience.

Skills

Client relationships

Account management

CRM tools

Organization

Attention to detail

Insurance products knowledge

Communication

Team collaboration

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Agency management systems

Microsoft Office

CRM software

Job description

WaFd Insurance Group, Inc. is seeking a full-time Account Manager in Albuquerque, NM to manage a portfolio of personal and commercial insurance accounts, serving as the primary client contact.

You will review coverage needs, prepare quotes, process policy changes, renewals and endorsements, and coordinate with carriers to resolve billing or claim issues, while maintaining accurate records and ensuring regulatory compliance.