Account Manager

Account Manager

The Account Manager is a full-time on-site role based in Albuquerque, NM, responsible for managing and growing a portfolio of personal and commercial insurance accounts. This role includes serving as the primary point of contact for clients, responding to inquiries, processing policy changes, and proactively reviewing coverage to ensure appropriate protection. The Account Manager will prepare quotes, assist with renewals, coordinate with carriers, and resolve billing or claims-related questions. Day-to-day tasks also involve maintaining accurate client records, identifying cross-sell and up-sell opportunities, and collaborating with producers and team members to deliver a consistent, high-quality client experience. The position requires a strong focus on relationship building, customer service, and maintaining regulatory and company compliance standards.

Client relationship and service skills, including the ability to build trust, communicate clearly, and manage multiple client accounts effectively.

Sales and account growth skills, such as identifying coverage needs, presenting solutions, and supporting cross-sell and up-sell opportunities.

Organizational and administrative skills, including attention to detail, accurate documentation, and proficiency with agency management systems and common office software.

Problem-solving and analytical skills to review policies, interpret coverage, and resolve client, billing, and claims issues efficiently.

Knowledge of personal and commercial insurance products and basic understanding of underwriting and regulatory requirements; a current Property & Casualty insurance license (or ability to obtain within a defined timeframe) is preferred.

Strong professional communication skills, both written and verbal, with the ability to explain insurance concepts in accessible language.

Ability to work on-site in Albuquerque, NM, collaborate with a team, and manage priorities in a fast-paced environment.

Prior experience in insurance, banking, financial services, or a client-facing role is beneficial; a high school diploma or equivalent is required, and post-secondary education is a plus.