Insurance Account Manager

Responsibilities

• Develop accurate and competitive insurance quotes for clients.
• Cross-sell and enhance client accounts to ensure full coverage and satisfaction.
• Issue insurance documentation, including certificates of insurance, , and policy endorsements.
• Advise and educate clients on coverage options, policy details, and renewals.
• Shop policy renewals to ensure clients receive the best coverage and rates.
• Maintain organized and accurate records in agency management systems;
  Applied EPIC experience is a plus.

• Active New Jersey Property & Casualty license required.
• Prior experience in insurance account management or a similar client-facing role.
• Proficiency in Microsoft Office Suite and agency management systems (Applied EPIC preferred).
• Strong attention to detail with the ability to manage multiple tasks.
• Team-oriented mindset with excellent written and verbal communication skills.
• Professional phone presence and polished office etiquette.

• Develop accurate and competitive insurance quotes for clients.
• Cross-sell and enhance client accounts to ensure full coverage and satisfaction.
• Issue insurance documentation, including certificates of insurance, , and policy endorsements.
• Advise and educate clients on coverage options, policy details, and renewals.
• Shop policy renewals to ensure clients receive the best coverage and rates.
• Maintain organized and accurate records in agency management systems;
  Applied EPIC experience is a plus.

Salary Type
:
Annual Salary

Salary Min
: $50,000

Salary Max
: $70,000

Currency Type
: USD