Insurance Account Manager

4 weeks ago


Woodstock, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Summary

We are seeking a highly skilled and motivated 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
  • Develop and maintain strong relationships with clients to ensure their needs are met and exceeded.
  • Manage new and existing accounts, including the renewal process, monitoring account activity, and revising coverage as needed.
  • Assist in ongoing risk evaluation of client exposures and provide recommendations for mitigation.
  • Manage billing functions, including invoicing, reviewing accounts receivable statements, and reconciling account differences.
  • Issue binders, EOP, ID Cards, insurance summaries, and handle related administrative functions.
  • Participate in client and carrier meetings to discuss account activity and provide updates.
Requirements
  • 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 are committed to diversity and inclusion in the workplace and prohibit discrimination and harassment of any kind.

We offer a friendly and flexible work environment and provide first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.



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