Account Manager: Commercial Lines Large Accounts (Experienced - minimum 2 years)

Insurance Advisor

Are you someone who thrives on building strong client relationships and keeping things running smoothly? Join our family-owned, independent insurance agency in Tyrone, GA, where your work truly makes a difference. We offer competitive benefits including Group Health, 401K, and company-paid perks like continuing insurance education, Group Life Insurance, and short-term/long-term disability.

Why You'll Love This Role:

• Be the Go-To Expert: Manage client accounts and ensure their coverage keeps up with their business needs.
• Deliver Top-Notch Service: Provide timely, accurate answers and solutions to keep clients happy and protected.
• Collaborate & Learn: Work alongside an experienced, supportive team and grow your career in insurance.
• Make an Impact: Help clients safeguard what matters most their people, property, and peace of mind.

Who We're Looking For:

• Organized, proactive, team player with excellent communication skills
• Passion for helping clients navigate insurance and find the right coverage
• Prior experience in insurance or account management preferred

Perks & Benefits:

• Group Health & 401K plan
• Company-paid continuing education
• Group Life, Short-Term & Long-Term Disability

If you enjoy being the trusted advisor clients rely on and want to grow with a supportive team, we'd love to meet you!

Job Description

Summary/Objective: This position is responsible for servicing their assigned Book of Business and actively participating in the marketing process for those accounts. May add new lines as needed.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Promotes team work by maintaining a positive and respectful attitude with colleagues.
2. Assists in achieving department and company goals by performing assigned job functions in an accurate and timely manner.
3. Demonstrates strong communication skills through the use of effective verbal and/or written exchanges, active listening and respectful response.
4. Provides the highest level of customer service to clients within a book of insurance accounts based on information from Producers, experience and training, with an eye for proper documentation and organization.
5. Performs all functions associated with marketing and servicing an account by following established agency work flows with high level of accuracy and attention to detail. In this capacity, must have excellent computer skills with the ability and willingness to learn new systems.
6. Performs various Accounting tasks to include premium allocations, payment schedules, and resolving accounting discrepancies.
7. Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
8. Consistently reports to work on time and prepared to perform job functions.
9. Strives to increase knowledge and/or enhance skills through continuing education.

Competencies:

1. Customer / Client Focus
2. Technical Proficiency
3. Organization Skills
4. Time Management
5. Communication Proficiency
6. Collaboration Skills

Position Type/Expected Hours of Work: This is a full-time position working Monday through Friday, 8:30 a.m. to 5 p.m. Hours may vary depending on department and scope of work assigned.

Required Education and Experience:

1. High School Diploma or GED
2. Insurance License
3. 2+ years of insurance industry work experience

Preferred Education and Experience:

1. Associates or Bachelors degree from college or technical school
2. Industry designation