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Account Manager - Client Solutions

Remote / Online - Candidates ideally in
California, USA
Listing for: Colonial Group
Remote/Work from Home position
Listed on 2026-10-13
Job specializations:
  • Insurance
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below
SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC.
  • Discusses and creates renewal strategy with Producer for continuing NASC products.
  • Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products.
  • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
  • Reviews and summarizes marketing results and prepares proposals.
  • Finalizes proposals and presentations in coordination with Producer.
  • Manages the complexity of onboarding new clients for the NASC enrollment services team.
  • Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation.
  • Provides technical guidance to staff assisting with client needs or procedural issues.
  • Notifies brokers of pertinent information related to client retention.
  • Meets with clients as needed or directed by Producer.
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
  • Other duties as assigned.
  • Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
  • Performs other duties as assigned.
QUALIFICATIONS EDUCATION/EXPERIENCE
  • Associate's Degreeor equivalent combination of education and experience
  • Six (6) or more years related work experience
  • Valid Insurance License
  • Must continue to meet Continuing Education requirements for license renewal
SKILLS
  • Excellent leadership, problem solving and time management skills.
  • Excellent customer service skills, including telephone and listening skills.
  • Excellent verbal and written communication skills.
  • Ability to work within a team and to foster teamwork.
  • Proficient in Microsoft Office Suite.

#LI-CP1

#LI-REMOTE

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