What are the responsibilities and job description for the Account Manager position at BWO Insurance?
About Us
Join our dedicated team at BWO Insurance Group, a cornerstone in the independent insurance agency sector since 1985. We are deeply committed to fostering strong client relationships and delivering personalized service. Our team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.
Job Summary: Insurance Account Manager
As an Account Manager, you’ll be the trusted advisor and primary point of contact for clients seeking personal or commercial insurance solutions. Your responsibilities will include managing client relationships, addressing inquiries, processing policy changes, and assisting with policy selection, renewals, and claims. With expertise in personal lines or commercial lines insurance, you’ll deliver personalized service that fosters client satisfaction and retention. Beyond maintaining existing relationships, you’ll also have the opportunity to develop a referral process to generate new business and bring in your own clients. This role is ideal for someone who thrives on relationship building and has the drive to grow their book of business.
Key Responsibilities
About BWO Insurance
Our journey as an agency began back in 1985 with one goal in mind: provide the best insurance protection with a high degree of professionalism. Of course, back then, things were a bit different - we had a much smaller office and a different sign on the door. Despite changes over the years, our focus is still our clients, and making them feel like part of the BWO family.From our decades of experience, we have found a lot of truth in the old cliché - actions speak louder than words. Just ask our clients, our team members, and our carriers. Because it's not how we treat a certain group that makes us who we are - it's how we treat each and every individual we interact with. It's how we approach business as a partnership and not a one-sided transaction. It's how we hire based on character and not resume entries. We're all a part of this extended family that we started when we opened in 1985.
Join our dedicated team at BWO Insurance Group, a cornerstone in the independent insurance agency sector since 1985. We are deeply committed to fostering strong client relationships and delivering personalized service. Our team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.
Job Summary: Insurance Account Manager
As an Account Manager, you’ll be the trusted advisor and primary point of contact for clients seeking personal or commercial insurance solutions. Your responsibilities will include managing client relationships, addressing inquiries, processing policy changes, and assisting with policy selection, renewals, and claims. With expertise in personal lines or commercial lines insurance, you’ll deliver personalized service that fosters client satisfaction and retention. Beyond maintaining existing relationships, you’ll also have the opportunity to develop a referral process to generate new business and bring in your own clients. This role is ideal for someone who thrives on relationship building and has the drive to grow their book of business.
Key Responsibilities
- Serve as the main contact for clients, managing their personal or commercial insurance accounts.
- Respond promptly to client inquiries and provide solutions to their insurance needs.
- Assist clients with policy changes, renewals, and claims processing.
- Educate clients on insurance options and coverage to ensure they make informed decisions.
- Maintain accurate client records and documentation.
- Collaborate with underwriters and carriers to secure the best coverage for clients.
- Monitor and follow up on client accounts to ensure timely renewals and payments.
- Develop and maintain strong relationships with clients to ensure high retention rates.
- Stay up-to-date with industry trends and product knowledge.
- Proven experience as an account manager or in a similar customer service role within the insurance industry.
- In-depth knowledge of personal lines or commercial insurance products (e.g., auto, home, renters, etc.).
- Strong communication and interpersonal skills.
- Excellent organizational and multitasking abilities.
- Proficiency in insurance software and MS Office Suite.
- Ability to work independently and as part of a team.
- Licensed in Property and Casualty insurance (preferred).
- Detail-oriented with a high level of accuracy.
- Proactive problem-solver.
- Customer-focused with a passion for delivering exceptional service.
- Strong ethical standards and integrity.
- Supportive team environment.
- Property and Casualty Insurance licensing support.
- Opportunities for professional growth and development.
- Competitive compensation and benefits package.
- Commitment to work-life balance.
- Access to an on-site workout facility.
About BWO Insurance
Our journey as an agency began back in 1985 with one goal in mind: provide the best insurance protection with a high degree of professionalism. Of course, back then, things were a bit different - we had a much smaller office and a different sign on the door. Despite changes over the years, our focus is still our clients, and making them feel like part of the BWO family.From our decades of experience, we have found a lot of truth in the old cliché - actions speak louder than words. Just ask our clients, our team members, and our carriers. Because it's not how we treat a certain group that makes us who we are - it's how we treat each and every individual we interact with. It's how we approach business as a partnership and not a one-sided transaction. It's how we hire based on character and not resume entries. We're all a part of this extended family that we started when we opened in 1985.
