insurance account manager

Pen Pioneer LLC

Full-Time Account Manager (Office-Based &ndash; Denver/Englewood, CO) A well-established, independent insurance agency is seeking a full-time Account Manager to join our growing team in our new Englewood, Colorado office.About Us We&rsquo;re a vibrant and successful agency celebrating our 20th anniversary this October. We specialize in personal lines and are committed to delivering exceptional, personalized service to every client. Our team environment is supportive, energetic, and focused on long-term success.About You You&rsquo;re a high achiever with strong self-drive and a genuine passion for building relationships. You thrive in a fast-paced setting, enjoy engaging with clients, and aren&rsquo;t afraid to pick up the phone for meaningful conversations. If you&rsquo;re motivated to exceed expectations and deliver top-tier service, you&rsquo;ll fit right in.Key Responsibilities<ul><li>Build and maintain strong relationships with assigned clients</li><li>Understand client needs and recommend tailored insurance solutions</li><li>Manage client accounts with accuracy, professionalism, and care</li><li>Identify opportunities for growth, retention, and cross-selling</li><li>Collaborate with internal team members to support agency goals</li></ul>What Makes You Successful in This Role<ul><li>People-oriented: You enjoy connecting with diverse clients and creating lasting relationships</li><li>Problem solver: You excel at finding solutions and overcoming challenges</li><li>Excellent communicator: Strong verbal and written communication skills</li><li>Detail-oriented: Organized and thorough in managing accounts and documentation</li><li>Self-motivated: Driven to meet and exceed goals</li><li>Team player: Works well with colleagues and contributes to a positive environment</li></ul>Qualifications<ul><li>2+ years of experience in an insurance agency</li><li>Required insurance licenses</li><li>Proven experience in account management or sales</li><li>Strong knowledge of insurance products and services</li><li>Proficiency with AMS software and Microsoft Office Suite</li><li>Experience with EZLynx preferred</li></ul>Compensation &amp; Benefits<ul><li>Competitive base salary: $50,000&ndash;$65,000</li><li>Benchmark incentives up to $10,000</li><li>Paid Time Off (PTO)</li><li>Retirement plan</li><li>Professional development and growth opportunities</li></ul>Job Type: PermanentPay: $55,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li></ul>Work Location: In person

Insurance Account Manager

Finance Insurance

<div><div><div>PRIMARY PURPOSE:</div><div> 
The primary purpose of this role is to ensure that client and customer needs are thoroughly understood and met, fostering a positive and productive client-company relationship. Responsibilities include addressing client complaints, resolving service issues, processing service requests, and collaborating with other departments to deliver a seamless customer experience. The Account Manager must be adaptable and capable of managing a variety of tasks related to the Company&rsquo;s House clients and Agent-owned business. This role involves reviewing and gathering necessary information to evaluate and process new business, renewals, and change requests for Specialty and Commercial accounts. Additionally, the Account Manager identifies opportunities to expand coverage through account rounding where applicable, contributing to the overall growth and success of the business.</div> 
</div><div><div>
MINIMUM QUALIFICATION REQUIREMENTS</div><div><div> 
<ul><li>
High school diploma or equivalent preferred</li><li>
Three years of experience in Property and Casualty insurance.</li><li>
Experience with Commercial and Program business insurance, business line customization, and/or rate negotiation</li><li>
Producers license in Property and Casualty &amp; Life and Health</li><li>
Proficiency in using computer systems and basic software applications, including Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint). Ability to effectively navigate email, manage spreadsheets, and create documents with attention to detail.</li><li>
Excellent problem solving and decision-making skills on business issues</li><li>
Excellent communication, organizational and time management skills</li><li>
Flexible; ability to work independently and under minimal supervision</li></ul><div><div> 
ESSENTIAL FUNCTIONS:</div><div> 
<ul><li>
Communicates with clients to ensure all their needs are understood and addressed.</li><li>
Builds strong client relationships to maintain old business and acquire new customers.</li><li>
Collaborates with internal departments to ensure customer requests are fulfilled.</li><li>
Resolves complaints and keeps track of all processes that pertain to the client&rsquo;s request.</li><li>
Actis as the client&rsquo;s representative to ensure focus is on improving the customer experience.</li><li>
Makes policy changes, as authorized, and as requested by the client.</li><li>
Obtains necessary information to evaluate and process new and renewal risks.</li><li>
Oversees marketing policy renewals, including requesting to bind and/or decline coverage</li><li>
Offers payment options including premium financing</li><li>
Collects and remits payment to carriers, brokers or Agency to process.</li><li>
Secures coverage requirements through discussions with producers and develops detailed underwriting information for presentation to insurance companies or brokers.</li><li>
Collaborates with producers in reviewing coverage recommendations and in tailoring the needs of the client in relation to market capabilities to ensure that the client obtains the most effective coverage(s).</li><li>
Reviews quotes from companies and prepares insurance proposals for clients/producers.</li><li>
Discusses premium terms, manages documentation to bind coverage with policy issuance instructions.</li></ul></div> 
</div><div><ul><li>
Coordinates and cooperates with other departments to achieve total account, servicing, and objectives.</li><li>
Assigns assistants to prepare binders, certificates, Auto ID cards and invoice.</li><li>
Advises unsuccessful quoting companies to close their files, suspends receipts of new policy.</li><li>
Reviews expiration list with producers.</li><li>
Discusses renewal strategies, completes renewal applications, review quotes received and collaborate with producers.</li><li>
Plans terms payment of premiums manages documentation to bind coverage with policy issuance instructions.</li><li>
Assigns assistants to prepare binders, certificates, Auto ID cards and invoice.</li><li>
Solicits renewal information from the insured.</li><li>
Submits renewal instructions.</li><li>
Suspends receipt of renewal policy.</li><li>
Produces diary quotes, new/renewal policies.</li><li>
Processes requests from clients when agent is unavailable.</li><li>
Participates in seminars and classes for knowledge and skill development.</li><li>
Maintain client files within the agency management system.</li></ul></div></div></div></div></div>

Account Manager Specialty Commercial

<div>
 
 
 Job Title:
 
 Account Manager - AON
 
 
 
 Location:
 
 Riyadh, Saudi Arabia
 
 
 
 
 
 
 
 
 
 Overview:
 
 
 
 The Account Manager serves as the primary liaison between clients and insurers, managing client accounts and delivering tailored insurance solutions. This role is responsible for assessing insurance needs, negotiating with insurers, maintaining compliance with Saudi Arabian regulations, and ensuring service excellence in every client interaction.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 
 1. Client Relationship Management
 
 
 <ul>
 <li>
 Develop and maintain strong relationships with clients, understanding their insurance needs.
 </li>
 <li>
 Serve as the main point of contact for client inquiries, claims, policy renewals, and day-to-day servicing.
 </li>
 </ul>
 
 
 2. Placement
 
 
 <ul>
 <li>
 Analyze client risk exposures and recommend appropriate insurance products.
 </li>
 <li>
 Collaborate with insurance companies to negotiate competitive quotes and coverage terms.
 </li>
 <li>
 Prepare and present proposals, organize policy placements, and manage renewals.
 </li>
 </ul>
 
 
 3. Regulatory &amp; Compliance
 
 
 <ul>
 <li>
 Ensure all activities comply with Insurance Authority (IA) regulations and guidelines for insurance brokers.
 </li>
 <li>
 Maintain proper documentation and records.
 </li>
 <li>
 Stay updated on regulatory changes and their impact on the insurance industry.
 </li>
 </ul>
 
 
 4. Administration
 
 
 <ul>
 <li>
 Prepare reports, maintain client records, and ensure accurate policy documentation.
 </li>
 <li>
 Handle premium collection, invoicing, and resolve account discrepancies.
 </li>
 </ul>
 
 
 5. Business Development
 
 
 <ul>
 <li>
 Identify cross-selling and upselling opportunities.
 </li>
 <li>
 Participate in marketing initiatives, client meetings, and events.
 </li>
 </ul>
 
 
 Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in business, Finance, Insurance, or a relevant field.
 </li>
 <li>
 Proven experience (2+ years) in insurance broking or insurance companies.
 </li>
 <li>
 Good understanding of the insurance market and IA regulatory landscape.
 </li>
 <li>
 Strong negotiation, communication, and presentation skills.
 </li>
 <li>
 Proficiency in Arabic and English.
 </li>
 </ul>
 
 
 
 
 
 
 
 Applicants must be legally eligible to work in Saudi Arabia and will be required to comply with all local labor laws and regulations. Aon is committed to supporting Saudization and encourages Saudi nationals to apply.
 
 
 
 
 
 
 About Aon:
 
 
 
 Aon is a leading global provider of risk management, retirement, and health solutions. Our teams empower clients with innovative solutions, backed by industry expertise and local market knowledge. At Aon, we foster an inclusive and collaborative workplace where everyone is encouraged to bring their best self to work. Join us to make an impact and grow your career as part of a world-class organization.
 
</div>

Account Manager

Marsh McLennan Agency

<div>Marsh McLennan Agency
Senior Account Manager, Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. The industry&rsquo;s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Account Manager, Business Insurance at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health &amp; benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Senior Account Manager on the Business Insurance team, you will manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Providing coverage analysis, risk management recommendations, negotiating coverage and pricing with carriers, preparing proposals, and resolving billing issues will be part of your day-to-day. You will also mentor our Client Service Associates by developing their policy-checking skills and coverage knowledge.
Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:<ul><li>
High school diploma or equivalent required</li><li>
Minimum seven (7) + years&rsquo; experience in Business Insurance
</li><li>Property &amp; Casualty license (or ability to obtain in 90 days of employment)</li><li>
Insurance designations (CPCU, CIC, ARM, and/or AU) designations or able to demonstrate equivalent knowledge and ability.</li><li>
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future</li></ul>
These additional qualifications are a plus, but not required to apply:<ul><li>
Associates or Bachelors degree preferred</li><li>
Experience using Sagitta and/or ImageRight</li></ul>
We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work.
Some benefits included in this role are:<ul><li>
Generous time off, including personal and volunteering</li><li>
Tuition reimbursement and professional development opportunities</li><li>
Flexible Hybrid work</li><li>
Charitable contribution match programs</li><li>
Stock purchase opportunities</li></ul>
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:<ul><li>
Instagram</li><li>
Facebook</li><li>
X</li><li>
LinkedIn</li></ul>
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAMID
#MMABI
#LI-Hybrid</div>

Senior Account Manager, Business Insurance

State Farm

<div>Benefits: 
<ul><li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Signing bonus</li>
<li>Training &amp; development</li>
</ul> 
ROLE DESCRIPTION: 
As a Commercial business account manager with remote sales experience, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. (Marketing in the states of CA, AZ, OR and NV). Workers Compensation Product Solution Marketing, Commercial Insurance - Group Life for business owners etc. - Commercial Business Insurance consulting &amp; account management. 
 
RESPONSIBILITIES:
 
<ul><li>Develop and maintain business insurance customer relationships.</li>
<li>Assess business insurance needs and recommend appropriate products.</li>
<li>Prepare and present insurance proposals to business customers.</li>
<li>Assist customers with policy renewals and claims.</li>
</ul>QUALIFICATIONS: 
<ul>
<li>3+ years of experience in business insurance sales.</li>
<li>Negotiation and presentation skills.</li>
<li>Knowledge of commercial insurance products.</li></ul> 
This is a remote position.</div>

Business Insurance Position - State Farm Agent Team Member

Broad Spectrum Insurance Services, Inc.

Broad Spectrum is a boutique insurance agency that was established in 2006. We are seeking a Full-Time qualified insurance professional to join our growing team for the role of Personal lines account manager. We are looking for an energetic, driven, reliable professional that is interested in helping with our continued growth through providing excellent customer service to our clients. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.Job Requirements are as follows:<ul><li>Current/Active California Property &amp; Casualty Insurance License</li><li>5 years of prior Account management experience in the insurance industry</li><li>Prior Experience working on High Net Worth/Middle Market clients</li><li>Excellent verbal and written communications skills</li><li>Ability to multitask and work in a fast paced environment</li><li>Must be detailed oriented and take a lot of pride in providing excellent customer service</li><li>Someone who is interested in creating long-term, trusting relationships with clients</li><li>Prior experience with Applied EPIC agency management a big plus</li></ul>Job Duties:<ul><li>Establish and maintain excellent customer relationships</li><li>Inside sales and cross-selling of existing agency book</li><li>Administration of daily workflow including renewals, endorsements, proof of coverage, etc.</li><li>Respond to customer and carrier needs in a timely and professional manner</li><li>Provide in depth coverage knowledge and advice</li><li>Maintain up to date and accurate client files in the agency management system</li><li>Be able to work independently without oversight while maintaining a positive, collaborative relationship with team members</li><li>Keep up to date with industry changes and laws</li></ul>Compensation:<ul><li>Salary Position with commission bonus opportunities (Salary is based on experience)</li><li>Medical</li><li>Dental</li><li>PTO</li><li>401k Match</li></ul>Job Type: Full-timePay: $70,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: Hybrid remote in San Francisco, CA 94103

Senior Personal lines Account Manager

Patriot Growth Insurance Services

<div>About Business Benefits Group (BBG), A Division of Patriot Growth Insurance Services: Since 1995, Business Benefits Group has been a trusted leader in employee benefits, HR consulting, and business insurance, proudly serving thousands of businesses across a wide range of industries. As a benefits-centric agency, we are dedicated to providing personalized solutions that help employers navigate challenges such as rising healthcare costs, regulatory changes, and technological advancements. Our experienced team of trusted advisors is committed to delivering the tools, resources, and guidance necessary to support our clients&rsquo; goals while maintaining a high standard as thought leaders in the industry.
Position Overview: The Benefits Account Manager will play a pivotal role in ensuring the satisfaction and retention of BBG&rsquo;s clients. This position is responsible for overseeing pre-renewal workflows, implementing insurance carrier renewal strategies, managing open enrollment procedures, and fostering strong client relationships. The Benefits Account Manager will provide clients with a seamless renewal experience while offering expert consultation on insurance plans and benefits.
Work Arrangement: This is a full-time, hybrid position reporting to our office in Fairfax, VA.
Professional Responsibilities:
<ul><li>Build and nurture client relationships, understanding their goals and objectives for their benefit plans</li>
<li>Discuss the advantages and disadvantages of various insurance plans to assist clients in decision making</li>
<li>Assist clients throughout their annual benefits renewal process, including pre-renewal workflows and open enrollment</li>
<li>Develop and execute insurance carrier renewal strategies aligned with client needs and objectives</li>
<li>Create comprehensive renewal spreadsheet analyses for each client, ensuring accuracy and clarity</li>
<li>Prepare and distribute renewal documents such as benefits guides for open enrollment meetings</li>
<li>Assist in marketing clients&rsquo; benefits and creating kits for open enrollment meetings</li>
<li>Implement post-renewal strategies to address any changes or adjustments required after the renewal process</li>
<li>Respond promptly to client inquires via phone and email regarding the renewal process, providing guidance and information as needed</li>
<li>Communicate effectively with insurance carriers regarding client renewals and policy confirmations.</li>
<li>Update internal systems (i.e., BKB, Excel files, client folders) with accurate renewal notes and information</li>
<li>Process all new business paperwork for all virgin groups as assigned and update BKB accordingly.</li>
<li>Process all new business paperwork for new lines of coverage outside of renewal and update BKB accordingly</li>
<li>Complete necessary forms and technology updates throughout the renewal process to maintain accuracy and compliance</li>
<li>Ensure the accuracy of the client&rsquo;s current policies, verifying that all members have requested coverage as needed</li>
<li>Proactively communicate with clients and carriers to help solve problems, addressing client and carrier concerns efficiently</li>
<li>Organize and conduct educational sessions for clients to enhance their understanding of benefits and wellness programs</li>
<li>Administer benefit surveys to gather feedback and tailor benefits plans to meet client and employee needs</li>
<li>Develop customized materials to assist clients in communicating benefits information to their employees</li>
<li>Conduct quarterly claims reviews to identify trends and cost savings opportunities</li>
<li>Serve as a liaison with insurance carriers and providers to resolve claims issues and aid with the appeals process. Assist with prior authorizations, ID card requests, and network searches</li>
<li>Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility</li>
<li>Update system(s) to reflect employee enrollments, terminations, and changes with carriers and vendors</li>
</ul>
Qualifications and Requirements:
<ul><li>Active Virginia Life &amp; Health insurance license</li>
<li>2 or more years of experience in a customer support or account management position within the Employee Benefits Insurance industry</li>
<li>High School Diploma/GED</li>
<li>Associate or Bachelor&rsquo;s Degree in Business Administration or a related field preferred</li>
<li>Possess an understanding of employee benefits programs, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices</li>
<li>Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience</li>
<li>Ability to identify areas of improvement and implement innovative solutions to optimize processes, streamline operations and workflow efficiency</li>
<li>Excellent written and verbal communication skills to effectively convey information clearly and transparently</li>
<li>Experience in building and maintaining strong client relationships, understanding clients&rsquo; unique needs, and providing customized insurance solutions</li>
<li>Detailed-oriented and organized with excellent project management abilities</li>
<li>Strong critical thinking skills to analyze complex scenarios and develop solutions for clients</li>
<li>Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication</li>
<li>Commitment to staying updated on industry trends, regulations, and best practices</li>
<li>Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information</li>
</ul>
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot&rsquo;s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
<ul><li>Medical, Dental, and Vision Benefits</li>
<li>Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401 (k)</li>
</ul>
Pay Range: $60,000 - $70,000 per year depending on experience.
A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&amp;I Policy located on our website at www.patriotgis.com.</div>

Benefits Account Manager (Hybrid)

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