Insurance Account Manager - Ledgent Finance & Accounting

Insurance Account Manager

$55k-$65k/year

Location: Dennis Port, MA

Job Type: Full-Time, 40 hours/week

We're seeking an Account Manager to join our Personal Lines team, where you'll provide exceptional service and peace of mind to our clients through proactive communication and support. The ideal candidate will be highly organized, detail-oriented, and a collaborative team player.

Key Responsibilities:

Handle the day-to-day personal insurance needs of clients, advising them on coverage options and risk management strategies.

Collaborate closely with insurance carrier partners.

Maintain clear, consistent communication and foster strong relationships with clients and colleagues.

Ensure accurate data entry and keep systems updated with the latest information.

Support the organization's mission, values, and strategic goals.

Qualifications:

At least 1 year of experience in Property & Casualty Insurance.

MA Property & Casualty License.

Excellent customer service and communication skills.

Strong interpersonal skills, with the ability to interact effectively across all levels of the organization.

Problem-solving skills to resolve client issues efficiently.

Self-motivated with strong attention to detail.

Proficiency in Microsoft Office Suite.

Familiarity with Applied Epic (preferred).

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.