State Licensed Account Manager

Job Summary

To support the Customer Care Center, the remote State Licensed Account Manager will manage client accounts, focusing on service, sales, and retention while ensuring compliance with company standards and best practices.

Key responsibilities

• Service client accounts independently using carrier websites and online rating systems
• Provide technical expertise in coordinating service for new and existing clients through sales and account development
• Submit and follow up with carriers to ensure timely receipt of quotes and policies

Required qualifications

• 2-5 years of experience in Personal Lines Property & Casualty Insurance
• Must hold a state Property & Casualty insurance license or be willing to obtain one
• High school diploma required; college degree preferred
• Industry designations such as ARM, CIC, or CPCU are a plus
• Familiarity with Sagitta/WorkSmart is preferred but not required