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Provide day-to-day account management for small to mid-sized commercial clients, handling onboarding, policy changes, data entry, billing inquiries, claims assistance, remarketing, and supporting Insurance Advisors to ensure accurate, timely service and client retention.

Provide customer-focused administrative support for commercial insurance accounts: data entry, policy and renewal review, onboarding, claims assistance, billing inquiries, quotes, remarketing, and maintaining compliant electronic files. Support advisors and team workflows while obtaining Property & Casualty license within 60 days.

Provide day-to-day account management for small-to-mid commercial clients: administrative tasks, data entry, policy changes, billing inquiries, onboarding support, claims assistance, quotes, renewals, and accuracy checks. Support advisors, maintain electronic files, ensure compliance, and obtain a Property & Casualty license within 60 days.

Serve as primary post-sale contact for an assigned book of business: qualify prospects, prepare quotes, process renewals, recommend coverages, assist with claims, maintain client files, and partner with Insurance Advisors to grow and retain accounts while ensuring policy accuracy and strong customer service.

The Client Account Manager supports insurance advisors by managing client relationships, ensuring accurate coverage, and promoting customer retention. Responsibilities include administrative support, client onboarding, and maintaining communication to enhance service quality.

The Client Account Manager is responsible for supporting Insurance Advisors in managing client accounts, ensuring service quality, onboarding new clients, and maintaining records while promoting customer retention.