Property & Casualty Insurance Account Associate

Job Overview
We are seeking a detail-oriented and client-focused Property & Casualty Insurance Account Manager to manage and support a portfolio of commercial and/or personal insurance accounts. This role is responsible for maintaining strong client relationships, handling policy servicing, coordinating renewals, and ensuring accurate documentation while delivering excellent customer service.

Key Responsibilities

• Manage day-to-day servicing of Property & Casualty (P&C) insurance accounts.
• Assist clients with policy inquiries, endorsements, renewals, and coverage changes.
• Review policies for accuracy and ensure all documentation is complete and compliant.
• Coordinate with insurance carriers to obtain quotes, process applications, and resolve issues.
• Prepare renewal proposals and follow up with clients to maintain retention.
• Maintain organized and up-to-date client records in the agency management system.
• Support new business processing and onboarding of clients.
• Respond promptly to client requests via phone, email, and other communication channels.
• Assist with claims follow-up and provide general guidance to clients when needed.

• Proven experience in Property & Casualty insurance or insurance account management (preferred).
• Strong understanding of insurance terminology, coverage types, and policy structures.
• Excellent communication and customer service skills.
• High attention to detail and strong organizational abilities.
• Ability to manage multiple accounts and deadlines in a fast-paced environment.
• Proficiency in Microsoft Office and CRM/agency management systems.
• P&C license (preferred or willingness to obtain).

Preferred Skills

• Experience handling commercial or personal lines accounts.
• Strong problem-solving and relationship-building skills.
• Ability to work independently while collaborating with a team.