Insurance Account Manager

1 week ago


Woodstock, Georgia, United States Oakbridge Insurance Agency LLC Full time
{"Job Title": "Personal Lines Account Manager", "Job Description": "Job Summary

We are seeking a highly skilled Personal Lines Account Manager to join our team at Oakbridge Insurance Agency LLC. As a key member of our team, you will be responsible for managing existing accounts and assisting in the production of new business.

Key Responsibilities
  • Manage new and existing accounts, including the renewal process, monitoring account activity, changes in exposure, and revisions in coverage.
  • Assist in ongoing risk evaluation of client exposures.
  • Manage billing functions, including invoicing, reviewing accounts receivable statements, reconciling account differences, and documenting collection issues.
  • Issue binders, EOP, ID Cards, insurance summaries, and handle related administrative functions.
  • Participate in client/carrier meetings.
Requirements
  • Ability to research, analyze, and solve problems independently.
  • Ability to work under minimal supervision.
  • Strong interpersonal, written, and verbal communication skills.
  • Excellent customer service, organizational, and time management skills.
Preferred Qualifications
  • 2 or more years of sales experience with Personal Lines Insurance.
  • Working knowledge of agency standard operating procedures and management systems.
  • Property and Casualty License.
About Us

Oakbridge Insurance Agency LLC is a new kind of insurance and risk management agency with a mission to transform and elevate the way business is done in our industry.

We offer a friendly and flexible work environment and provide first-class benefits to meet the needs of you and your family.

We are an equal opportunity employer committed to diversity and inclusion in the workplace.

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