Insurance Account Representative

This range is provided by UBT. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

We’re hiring an experienced Insurance Account Manager to serve as the primary contact for a blended portfolio of Group Benefits and Property & Casualty clients. You will manage renewals, handle day‑to‑day servicing, coordinate with carriers and partners, and proactively drive better coverage and cost outcomes.

• Lead the renewal and quoting cycle: gather census and plan documents, obtain carrier proposals, present options, and guide plan selections.
• Manage Broker of Record (BOR) transfers and carrier appointment logistics.
• Own the onboarding process for new Group Benefits clients following the close of sale, including carrier setup, plan implementation, timelines, and stakeholder coordination.
• Serve as the primary point of contact for Group Benefits clients post‑sale, ensuring a smooth transition from sales to service and a high‑quality ongoing client experience.
• Coordinate open enrollment deliverables: benefits booklets, employee meetings, and online enrollment portal setup; ensure timely  issuance.
• Provide ongoing servicing (eligibility changes, billing, member support) and claims advocacy as needed.
• Support ACA/ERISA compliance in partnership with HR‑compliance resources and carriers.

• Work within AMS
  360 to produce accurate Certificates of Insurance and evidences; manage additional insured and holder requirements per contracts.
• Drive renewals and remarketing: collect underwriting data and loss runs, prepare exposure summaries, negotiate with carriers, and recommend coverage improvements.
• Handle policy servicing: endorsements, audits, cancellations/reinstatements, premium finance coordination, and billing resolution.
• Lead claims advocacy: intake and coordination with adjusters, monitor reserves and recovery, and keep clients informed.
• Perform risk reviews (valuations, schedules of locations/vehicles/drivers) and liaise with loss‑control vendors.
• Conduct thorough policy checking (forms, limits, deductibles, endorsements) and maintain organized records in the agency/CRM system.
• Monitor regulatory and contractual obligations (state filings, WC experience mods, audits) and communicate impacts to clients.
• Identify cross‑sell and up‑sell opportunities between Benefits and P&C to improve retention and growth.

• Active NJ Health and NJ Property & Casualty Producer licenses (or ability to obtain promptly); additional state licenses are a plus.
• 3–5+ years of account management in employee benefits and/or commercial P&C with direct client service and carrier negotiation experience.
• Strong communication, organization, and problem‑solving skills; responsive and consultative client approach.
• Proficiency with CRM/agency management systems and Excel; comfortable presenting to client leadership teams.
• Collaborative team player who partners effectively with producers, underwriters, carriers, and compliance resources.

Why join:
You’ll be part of a client‑focused team that delivers streamlined insurance administration, strong carrier partnerships, and white‑glove service to help our clients achieve better outcomes.

Salary: $65,000 - $85,000 based on skill set and experience

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Administrative, Customer Service, and Sales

Industries:
Insurance Agencies and Brokerages

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