Account Manager

Account Manager Estimated Annual Salary:$55,000 to $75,000 plus Sales Opportunities Reports to: Principal Broker, or their designate Working Conditions: The Account Manager will be based out of one of two Shaw Insurance offices, but may be expected to travel to other offices in order to provide relief. The base location of work is also subject to change based on operational needs, and at Shaw Insurance's discretion. Occasionally, an opportunity may arise to work overtime hours. All overtime hours must be pre-approved by the Principal Broker or their designate. Standard office hours are Monday to Friday, 8:30 am to 4:30 pm. Summary: Shaw Insurance is looking for a licensed Account Manager to join our growing team. The Account Manager is responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and supporting the sales team. Key Responsibilities: Client Relationship Management: * Serve as the primary point of contact for assigned clients. * Build and maintain strong, long-lasting client relationships. * Understand client needs and objectives to ensure satisfaction. * Proactively communicate with clients regarding policy changes, renewals, and other relevant information. * Address and resolve client inquiries, complaints, and issues promptly and professionally. Policy Management: * Manage and maintain client insurance policies. * Review and analyze policy coverage to ensure accuracy. * Process policy changes, endorsements, and cancellations. * Prepare and present insurance proposals and quotes to clients. Sales Support: * Assist the sales team with client onboarding and retention efforts. * Identify opportunities for cross-selling and upselling insurance products. * Provide support to the sales team in gathering information and preparing presentations. * Provide administrative support, as needed. Compliance and Documentation: * Ensure compliance with all relevant insurance regulations and company policies. * Maintain accurate and organized client records. * Prepare and submit required documentation to insurance carriers. Other Responsibilities: * Perform other duties as assigned. Qualifications: * Valid Property and Casualty Insurance License required. * Proven experience in account management or a similar role, preferably in the insurance industry. * Strong interpersonal and communication skills. * Excellent customer service skills. * Ability to work independently and as part of a team. * Strong organizational and time-management skills. * Proficiency in Microsoft Office Suite (Word, Excel, Outlook). * Ability to learn and utilize insurance software and systems. Benefits: * Competitive salary. * Health insurance. * Paid time off. * Opportunities for professional development. * 401(k) plan. Equal Opportunity Employer: Shaw Insurance is an equal opportunity employer and is committed to providing a workplace free of discrimination and harassment. We celebrate diversity and are committed to creating an inclusive environment for all employees.