Account Manager

Overview

Account Manager
Stolly Insurance

Classification:
Non-Exempt.

Reports To:

Department Supervisor.

Position Summary:

Stolly Insurance is seeking a full-time Account Manager to support the servicing, retention, and renewal of client accounts across one of our core departments—Personal, Commercial, or Employee Benefits. The specific department assignment will be determined based on agency needs and the experience of the selected candidate. This role provides prompt, accurate, and high-quality service to clients while supporting producer activities. The Account Manager serves as a key point of contact for existing clients, ensuring coverage accuracy, timely service, and strong client relationships while minimizing errors and omissions exposure.

• Assist in the servicing, renewal, and retention of assigned client accounts
• Gather underwriting and renewal information at least 60 days prior to renewal and submit to carriers as required
• Prepare, process, and review renewals, endorsements, binders, certificates, , and policy changes
• Remarketing of existing accounts when appropriate, including obtaining applications and coordinating implementation
• Conduct periodic service and renewal review calls with designated clients
• Receive and respond to phone calls, emails, and office visits from existing clients regarding service matters
• Process changes to existing coverage and/or new policies within established service standards
• Review renewals and present relevant information and recommendations to producers
• Identify opportunities to round out accounts by soliciting additional lines of insurance prior to renewal
• Follow up on outstanding claim matters and assist in resolution as needed
• Solicit and document expiration dates for policies not currently written by the agency
• Clearly explain coverage, products, and plan options to clients using knowledge of agency systems and procedures
• Assist clients with provider networks and carrier-related inquiries when applicable
• Document all material conversations with clients and carriers in the agency management system
• Set up and maintain accurate client files and agency management system records
• Identify service issues and initiate appropriate action to resolve them
• Maintain a strong focus on timeliness, accuracy, and thorough documentation to reduce E&O exposure
• Assist department team members in support of overall department goals
• Complete special projects and other duties as assigned by management

• Ability to obtain and maintain all licenses required by the State Department of Insurance
• Life, Health, and/or Property & Casualty licensing may be required depending on department assignment
• Commitment to ongoing education and professional development

• Strong customer service orientation with a professional demeanor
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Assertive self-starter with the ability to influence and collaborate effectively
• Proficiency with agency management systems and Microsoft Office (Word, Excel, Outlook)
• Willingness to travel as needed

• Fast-paced, multi-tasking agency environment
• In-office role with flexibility depending on department and agency policy

This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Duties may be modified or added as business needs evolve. This description does not constitute a contract of employment.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.