Strategic Insurance Account Manager — Grow Client Relationships

Phillip R. Davis & Associates; Portage (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

Phillip R. Davis & Associates in Portage, MI is seeking a full-time Account Manager to manage and grow client relationships. The role requires a P&C insurance license and involves serving as the primary contact for assigned accounts, responding to inquiries, and ensuring accurate, timely service delivery.

You will monitor performance, prepare reports, and identify opportunities to expand services. Collaboration with multiple departments and detailed documentation are essential to success in this

Qualifications

• P&C Insurance license required.
• Experience in account management or client services preferred.
• Ability to analyze account data and prepare summaries/reports.

Responsibilities

• Serve as the main point of contact for assigned client accounts.
• Respond to client inquiries and ensure timely service delivery.
• Monitor account performance and identify growth opportunities.
• Coordinate with internal teams to resolve issues and maintain accurate documentation.
• Prepare reports and provide actionable recommendations to enhance client outcomes.

Skills

Client relationship management

Active listening

Clear communication

Service-oriented mindset

Organizing and prioritizing

Multitasking

Deadline management

Account data analysis

Reporting

CRM proficiency

Education

Insurance license (P&C)

Tools

CRM software

Job description

Phillip R. Davis & Associates in Portage, MI is seeking a full-time Account Manager to manage and grow client relationships. The role requires a P&C insurance license and involves serving as the primary contact for assigned accounts, responding to inquiries, and ensuring accurate, timely service delivery.

You will monitor performance, prepare reports, and identify opportunities to expand services. Collaboration with multiple departments and detailed documentation are essential to success in this