Our client is a leading organization in the insurance sector, known for delivering comprehensive solutions to meet diverse client needs. With a strong commitment to customer service, innovation, and industry expertise, the company continuously strives to provide exceptional service and maintain long-term client relationships. This position offers an opportunity to join a dynamic team dedicated to delivering excellence in the Property & Casualty (P&C) space.
The Licensed P&C Account Manager will be responsible for managing an existing book of business, ensuring client satisfaction, retention, and growth. This role requires a customer-first mindset and the ability to work closely with clients, addressing their insurance needs and providing expert guidance on their policies.
This Role Offers:
Competitive compensation, including a comprehensive benefits package with health, dental, and vision insurance, 401(k) with company match, paid time off, and holidays.
A collaborative and client-focused work environment with opportunities for professional growth.
The ability to manage an established book of business in the P&C insurance field.
Engagement with a seasoned team that values collaboration and innovation in client service.
Opportunities to grow professionally through continuous learning and career development.
Focus:
Manage a comprehensive book of P&C insurance clients, addressing all client needs and inquiries promptly and professionally.
Establish and nurture robust client relationships, serving as the primary liaison for all policy-related concerns.
Perform thorough policy reviews, recommend appropriate coverage modifications, and support clients in making well-informed insurance decisions.
Efficiently process policy renewals, modifications, endorsements, and manage claims.
Maintain accurate client records and ensure seamless operation through our Applied Systems or other designated CRM platforms.
Ensure strict adherence to industry regulations and maintain up-to-date knowledge of changes in P&C laws and practices.
Collaborate effectively with internal teams to optimize client satisfaction and operational excellence.
Skill Set:
Active Property & Casualty (P&C) insurance license.
Minimum of 2 years of experience in account management, customer service, or a similar role in the P&C insurance industry.
Familiarity with insurance management software such as Applied Systems (TAM, Epic) preferred.
Strong understanding of P&C insurance products, policies, and regulatory requirements.
Excellent communication skills, with the ability to build lasting relationships with clients.
High attention to detail, exceptional organizational skills, and the ability to prioritize effectively.
Strong problem-solving abilities and a client-focused approach.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).