Vermont Licensed Account Manager

Job Summary

To support a growing client base, the full-time Vermont Licensed Account Manager will manage client accounts, handle renewals and marketing processes, and develop relationships with clients and carriers, all while working remotely or in a hybrid arrangement.

Key responsibilities:

• Develop proactive relationships with clients and insurance carriers, participating in meetings as needed
• Prepare requests for proposals and draft renewal presentations, ensuring accuracy in collaboration with senior team members
• Maintain client files and address billing inquiries, providing first-line support to clients and insurance personnel

Required qualifications:

• High School Degree required; Associate's degree preferred
• Over 3 years of client service and/or industry experience
• P&C Insurance License required
• Intermediate proficiency in Microsoft Office products, particularly Word, Excel, and Outlook
• Ability to work independently and manage multiple tasks effectively