The Role
Manages a portfolio of personal insurance clients as their primary contact. Responsibilities include policy onboarding, renewals, endorsements, cancellations, claims support, compliance, CRM recordkeeping, client retention, cross-selling, reporting, and coordination with underwriting and claims teams. The role requires strong communication, organization, insurance product knowledge, and relationship-management skills.
Summary Generated by Built In
About Us
Key Responsibilities
Skills, Knowledge and Expertise
Benefits and Perks
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
We are a trusted leader in delivering high-quality insurance protection for thousands of individuals and families across our region. Our enduring commitment to excellence in both coverage and personal service sets us apart in the industry. At the heart of our success is a simple belief: our clients deserve the very best. This dedication to quality and care continues to drive more people every day to experience the unique value and peace of mind that only our company can provide.
About the RoleAs an Account Manager, you will play a pivotal role in building and sustaining long-term relationships with a dedicated portfolio of clients. Serving as the primary point of contact, you will act as the bridge between clients and internal teams to ensure the seamless delivery of
services that align with both client expectations and organizational goals. Your success in this role will be driven by your ability to proactively manage client relationships, coordinate cross-functional efforts, and identify opportunities to drive growth and enhance client satisfaction.
About the Candidate services that align with both client expectations and organizational goals. Your success in this role will be driven by your ability to proactively manage client relationships, coordinate cross-functional efforts, and identify opportunities to drive growth and enhance client satisfaction.
We are looking for a client-focused professional with experience in insurance account management or a related role. Skilled in building strong relationships, the ideal candidate excels at managing client portfolios, resolving issues efficiently, and identifying growth opportunities.
Their communication and organizational skills enable them to manage multiple priorities with ease, and they are confident in working with internal teams and external partners to deliver excellent service.
The candidate will be knowledgeable about insurance products and compliance standards, comfortable using CRM systems, and driven to exceed client expectations. You take initiative, stay proactive, and bring a solutions-oriented mindset to every interaction.
Their communication and organizational skills enable them to manage multiple priorities with ease, and they are confident in working with internal teams and external partners to deliver excellent service.
The candidate will be knowledgeable about insurance products and compliance standards, comfortable using CRM systems, and driven to exceed client expectations. You take initiative, stay proactive, and bring a solutions-oriented mindset to every interaction.
Key Responsibilities
- Serve as the primary point of contact for a portfolio of clients, providing ongoing support and guidance to ensure satisfaction and retention.
- Manage all aspects of client insurance policies, including new business onboarding,
renewals, endorsements, cancellations, and mid-term adjustments. - Ensure all client interactions, documents, and transactions adhere to industry regulations
and company policies, maintaining accurate records in CRM systems. - Assist clients with initiating and navigating the claims process, acting as an advocate to
ensure fair and timely resolution. - Identify opportunities to expand coverage or offer additional products and services that add
value for clients and support revenue growth. - Collaborate with underwriting, claims, and support teams to ensure timely and accurate
service delivery, resolving client issues efficiently. - Monitor account performance, prepare reports, and provide insights to clients and internal
stakeholders to support strategic planning and decision-making.
Skills, Knowledge and Expertise
- Solid understanding of insurance products (e.g., personal and commercial)
- Knowledge of the end-to-end policy lifecycle: quoting, binding, servicing, renewing, and
claims support - Experience handling a portfolio of clients or managing policy lifecycles
- Strong written and verbal communication for interacting with clients, insurers, and internal
teams - Previous experience in an insurance account management, underwriting, sales support, or
customer service role - Ability to build rapport, manage expectations, and retain long-term clients
Core Competencies
Customer Focus - Building strong customer relationships and delivering customer-centric solutions
Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders
Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
Communicates Effectively - Developing and delivering multi-mode communications that
convey a clear understanding of the unique needs of different audiences
Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organization goals
Customer Focus - Building strong customer relationships and delivering customer-centric solutions
Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders
Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
Communicates Effectively - Developing and delivering multi-mode communications that
convey a clear understanding of the unique needs of different audiences
Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organization goals
Benefits and Perks
- Medical, dental, and vision coverage with consistently low premiums
- 401(k) retirement plan and pension
- Short-term and long-term disability and life insurance
- Holiday and generous year-end bonuses
- Annual performance-based salary increases and cost-of-living adjustments
- Supportive workplace with long-tenured employees and low turnover
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Skills Required
- Experience in insurance account management or a related role
- Solid understanding of insurance products, including personal and commercial insurance
- Knowledge of the policy lifecycle, including quoting, binding, servicing, renewing, and claims support
- Experience handling a client portfolio or managing policy lifecycles
- Strong written and verbal communication skills
- Previous experience in insurance account management, underwriting, sales support, or customer service
- Ability to build rapport, manage expectations, and retain long-term clients
- Knowledge of insurance compliance standards
- Comfort using CRM systems
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The Company
What We Do
Red Clover is a New Jersey-based outsourced, full-service HR consultancy serving small and scaling businesses, including single family offices. It provides strategic and operational HR support, from people strategy and employee-lifecycle processes to recruiting, performance management, leadership development, executive coaching, organizational restructuring, and change management. The firm positions its work as executive-level HR partnership that helps organizations connect people practices with business goals, manage transitions, and grow.
