Insurance Account Manager

1 week ago


Great Falls, Montana, United States Cogswell Insurance Agency LLC Full time
Job Title: Personal Lines Insurance Account Manager

This is an in-office role that requires a strong focus on customer service and insurance expertise. As a Personal Lines Insurance Account Manager at Cogswell Insurance Agency LLC, you will be responsible for serving as the primary point of contact for clients, performing general insurance tasks, and assisting with new and renewal applications.

Key Responsibilities:

  • Serve as the primary point of contact for clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Perform general insurance tasks, such as auto ID cards, endorsements, and evidence of property insurance.
  • Assist with new and renewal applications, ensuring that all necessary information is gathered and processed accurately.
  • Review and assess coverage needs of existing clients, making recommendations for changes or updates as needed.
  • Follow established workflows and maintain data integrity in the agency management system.

Requirements:

  • A valid Montana Property & Casualty Insurance license is required.
  • High school or equivalent education is required.
  • Ability to commute to Great Falls, MT 59405 is required.

Benefits:

  • 401(k) with matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Setting:

  • In-person
  • Office


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