Account Manager role at Peoples Post focusing on client satisfaction and revenue growth. Responsibilities include onboarding, performance analysis, and strategic client communication.
IA
Hybrid Account Manager – Commercial Insurance
Posted 5 months ago
About the role
- Account Manager overseeing commercial insurance clients for a major insurance brokerage firm. Managing client accounts, delivering excellent service, and leading account management initiatives from a remote location.
Responsibilities
- Manage an assigned book of business, ensuring account retention and supporting new business
- Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions
- Maintain technical competence and industry expertise
- Direct daily activities of the account management team
- Handle customer service requests, policy administration, billing, claims, and coverage analysis
- Manage policy expirations and renewals
- Conduct client research, prepare submissions, negotiate coverages, and present proposals
- Monitor reports and take action on delinquent accounts, collecting outstanding balances
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
- Monitor and maintain activity/suspense to ensure timely completion
- Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
- Stay updated on company policies and procedures
- Seek and adopt best practices to improve individual and team performance
- Demonstrate integrity and leadership
Requirements
- 3+ years of account management experience, or 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing; professional designation (CIC or equivalent) preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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