Property & Casualty Account Manager

Job Description

Job Description

Description:

The Competitive Advantage Companies is seeking an experienced and licensed Property & Casualty Account Executive to join our team. This role requires experience in insurance client services, along with strong technical skills in quoting, endorsements, and AMS360.

This is a client-facing position where you will partner closely with producers to deliver exceptional service and ensure smooth account management.

Why Join Us

• Supportive Team Culture: Work alongside Account Executives who are accessible and collaborative. We value teamwork, accountability, and celebrating successes together.
• Work Hours: Monday–Friday, 8:30am–4:30pm. Position is in office at company headquarters in Red Bank, NJ. Occasional projects may require extended hours, but rarely.
• Tools & Flexibility: We provide digital tools for remote access as needed. While in-person attendance is required, some flexibility may be considered based on seniority and circumstances.
• Benefits Package: Medical, Dental, Vision, Life Insurance, and 401(k). 40 hours (5 days) of paid sick leave begins immediately upon employment. 80 hours (10 days) of paid vacation time begins after 120 days of employment.

Key Responsibilities

• Provide prompt, professional, and accurate customer service through phone, email, and in-person interactions.
• Manage and process insurance applications, endorsements, audits, inspections, renewals, and carrier requests.
• Maintain accurate client records in AMS360 and other databases.
• Assist producers with proposals, spreadsheets, and client presentations.
• Support client meetings, including preparation and occasional field visits.
• Handle clerical and administrative tasks such as electronic filing, invoicing, and phone support.

Qualifications & Skills

• Bachelor’s degree plus two years of account management experience in Property & Casualty insurance, or equivalent experience.
• Active New Jersey Property & Casualty license.
• Proficiency in AMS360.
• Strong computer skills (Excel, Outlook, PowerPoint, Word, Adobe, Teams).
• Excellent organizational, time management, and project management skills.
• Exceptional written and verbal communication abilities.
• Attention to detail, accuracy, and consistency in all work.
• Strong problem-solving and reasoning skills (including math-based problem solving).
• Positive, professional demeanor and ability to thrive in a team-oriented environment.
• Knowledge of additional insurance lines (health, life, dental, vision, disability) is a plus.

What We Value

At Competitive Advantage, your hard work will be noticed and appreciated. We believe in collaboration, initiative, and delivering exceptional client experience. We work together—and we win together!

Requirements: