Responsibilities

• Primary Purpose: Manage an assigned book of business by providing day-to-day client service, supporting account retention efforts, coordinating policy administration activities, and ensuring accurate and timely execution of service deliverables.
• Client Service & Account Administration
• Respond to client service requests and inquiries.
• Process policy changes, endorsements, billing requests, and claims support.
• Conduct coverage analysis and assist clients with policy-related questions.
• Maintain positive client relationships through responsive service.
• Renewal & Retention Management
• Manage policy expirations and renewal timelines.
• Gather underwriting information and prepare renewal submissions.
• Support renewal marketing efforts and proposal development.

Requirements

• 3+ years of account management experience or 5+ years of insurance industry experience.
• Active insurance license.
• Strong knowledge of insurance products and brokerage operations.
• Excellent customer service, communication, organizational, and analytical skills.
• High School Diploma or equivalent.

Preferred

• CIC or equivalent designation preferred.

Benefits

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment