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Insurance Account Manager

1 month ago


New Port Richey, Florida, United States NavSav Full time

We are seeking a highly motivated and experienced Personal Lines Account Manager to join our team at NavSav. As a key member of our client services team, you will be responsible for providing exceptional customer service and retention strategies to our clients.

About the role:

We are committed to delivering best-in-class customer service and retention. Our ideal candidate will be a self-starter with a passion for building strong relationships with clients and a proven track record of driving growth and retention.

Key Responsibilities:

  • Establish and develop strong customer relationships
  • Provide prompt, accurate, and friendly customer service
  • Discuss client coverage needs, gaps, billing concerns, policy changes, etc. and process any needed policy changes
  • Contribute to individual goals and agency success by following our set retention processes

Benefits Included:

  • Medical Insurance
  • Retirement with up to 4% match
  • Paid holidays
  • Paid vacation
  • Vision Insurance
  • Supplemental Insurance
  • Dental Insurance

Required skills and licensing:

  • Property and Casualty license
  • Pass background check
  • Customer service experience
  • Strong verbal/written communication skills
  • Good operational computing/typing 45+ WPM (Microsoft Office Suites, Internet Browsers)
  • Confident self-starter who works well independently
  • Strong problem-solving capabilities
  • Ability to multi-task