Manage and maintain assigned insurance accounts while delivering excellent customer service.
Build and maintain strong relationships with clients, insurance carriers, and internal team members.
Assist clients with policy renewals, coverage changes, endorsements, and general insurance inquiries.
Review insurance policies and documentation to ensure accuracy and completeness.
Coordinate with insurance carriers to obtain quotes, process policy changes, and resolve account-related issues.
Identify client needs and recommend appropriate insurance coverage options.
Prepare and maintain accurate client records, policy documents, and account information.
Monitor policy expiration dates and proactively coordinate renewals.
Assist with resolving billing inquiries, coverage questions, and policy-related concerns.
Ensure compliance with company procedures and applicable insurance regulations.
Collaborate with internal teams to support client retention and overall account satisfaction.
Perform additional account management and administrative duties as assigned.
Previous experience in insurance account management, insurance customer service, or a related insurance role.
Strong knowledge of insurance policies, coverage options, renewals, and endorsements.
Experience managing client accounts and maintaining professional relationships.
Excellent verbal and written communication skills.
Strong organizational skills with the ability to manage multiple accounts and deadlines.
Proficiency in Microsoft Office and the ability to learn insurance management software.
Strong attention to detail and problem-solving abilities.
Ability to work independently and collaboratively in a team environment.
Professional attitude and commitment to delivering excellent customer service.
Ability to maintain confidentiality when handling sensitive client information.
Reliable attendance and availability to work Monday through Friday, 8:00 AM–5:00 PM.
An active insurance license is preferred, subject to the employer's requirements.
