Account Manager (Entry‑Level)

(Property & Casualty • Employee Benefits • Commercial Lines)

Overview

Entry‑Level Account Managers support client service activities within agencies, brokerages, or carrier service teams. They help manage renewals, prepare documents, respond to client inquiries, and ensure smooth day‑to‑day account operations. This role is a common entry point into client service, account management, or producer support.

Core Responsibilities

• Assist with renewals, quoting, and policy changes
• Prepare proposals, summaries of insurance, and client documentation
• Respond to client questions and coordinate with carriers
• Maintain account files, certificates, and compliance documents
• Support Producers and Senior Account Managers with service tasks
• Track deadlines, billing issues, and outstanding requirements

Skills & Competencies

• Strong communication and customer service skills
• Organization and ability to manage multiple tasks
• Basic understanding of insurance documents
• Professionalism and relationship‑building

Common Backgrounds

• Customer service or administrative roles
• Insurance operations or call center experience
• Recent graduates entering the insurance industry

Related Designations

• AINS™ – Associate in General Insurance
• API™ – Associate in Personal Insurance
• CISR – Certified Insurance Service Representative

 

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