Job Overview

We are seeking a detail-oriented and client-focused Property & Casualty Insurance Account Manager to manage and support a portfolio of commercial and/or personal insurance accounts. This role is responsible for maintaining strong client relationships, handling policy servicing, coordinating renewals, and ensuring accurate documentation while delivering excellent customer service.

Key Responsibilities

Manage day-to-day servicing of Property & Casualty (P&C) insurance accounts.
Assist clients with policy inquiries, endorsements, renewals, and coverage changes.
Review policies for accuracy and ensure all documentation is complete and compliant.
Coordinate with insurance carriers to obtain quotes, process applications, and resolve issues.
Prepare renewal proposals and follow up with clients to maintain retention.
Maintain organized and up-to-date client records in the agency management system.
Support new business processing and onboarding of clients.
Respond promptly to client requests via phone, email, and other communication channels.
Assist with claims follow-up and provide general guidance to clients when needed

Requirements

Proven experience in Property & Casualty insurance or insurance account management (preferred).
Strong understanding of insurance terminology, coverage types, and policy structures.
Excellent communication and customer service skills.
High attention to detail and strong organizational abilities.
Ability to manage multiple accounts and deadlines in a fast-paced environment.
Proficiency in Microsoft Office and CRM/agency management systems.
P&C license (preferred or willingness to obtain).

Preferred Skills

Experience handling commercial or personal lines accounts.
Strong problem-solving and relationship-building skills.
Ability to work independently while collaborating with a team

Property & Casualty Insurance Account Associate