Insurance Account Manager Job Description Template

The following template is intended to provide a close approximation of current market trends in the United States for this role's requirements and compensation.

We encourage you to use this template at your company, but strongly recommend all content be reviewed before posting to ensure it is accurate for your specific use case(s).

Alternate Titles:  Insurance Client Services Manager, Insurance Client Manager, Insurance Customer Success Manager

Insurance Client Manager Job Description Template

At {Your Company Name}, our commitment to exceptional service and cultivating enduring client relationships is at the core of our values. We are currently in search of a devoted and client-centric Insurance Account Manager to become a valued member of our team. If you are passionate about assisting clients in navigating their insurance requirements and fostering long-lasting relationships, this opportunity is tailor-made for you!

Job Overview

• Annual Salary Range: $50,000 - $70,000
• Job Location: {Job Location}
• Job Benefits: A comprehensive benefits package encompassing health, dental, and vision insurance, retirement planning, paid time off, and opportunities for professional growth and development

Key Responsibilities

As an Insurance Client Manager, you will be tasked with the following responsibilities:

1. Managing a diverse portfolio of client accounts while maintaining solid relationships with clients, ensuring their satisfaction and trust in our services.
2. Regularly reviewing insurance policies for clients and recommending necessary adjustments to their coverage in order to address changing needs and circumstances.
3. Providing timely and accurate responses to client inquiries and requests, demonstrating a commitment to exceptional client service.
4. Collaborating with underwriters, claims adjusters, and other departments to guarantee a seamless and positive client experience, fostering strong internal teamwork.
5. Staying informed on industry trends and market conditions in order to maintain awareness of best practices and provide clients with the most up-to-date advice and solutions.
6. Participating in ongoing professional development, including maintaining insurance licenses and attending relevant training courses.

Requirements

To be successful in this role, you should possess the following skills and abilities:

1. Excellent communication, interpersonal, and organizational skills, allowing you to effectively interact with clients and colleagues alike.
2. The ability to work independently and manage multiple projects simultaneously, showcasing strong time-management capabilities.
3. Proficiency in Microsoft Office Suite and any relevant software programs utilized within the insurance industry.

Qualifications

1. A high school diploma or equivalent educational background.
2. A valid insurance agent or broker license for the state(s) in which you will be working, ensuring compliance with local regulations.
3. Prior experience in insurance sales, customer service, or a related field is preferred but not a requirement, as we value the unique perspectives and skill sets of all our team members.

If you are a relationship-oriented professional who is passionate about delivering exceptional service to clients, we invite you to apply for our Insurance Account Manager position. Join our team at {Your Company Name} and contribute to our ongoing mission of building lasting relationships and offering the finest insurance solutions for our valued clients!

{Your Company Name} is an Equal Opportunity Employer and wholeheartedly welcomes applications from all qualified candidates, regardless of their background. We are dedicated to creating a diverse and inclusive workplace, where every team member feels valued and can thrive.

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