Client Services Account Manager Job at The Workplace Advisors, Virginia

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  • The Workplace Advisors
  • Virginia

Job Description

Company:

NCG Insurance Agency is an independent insurance agency, established in 1984, with a main office in Leesburg, VA, and an office in Winchester, VA. Our primary markets include religious, educational, camp, and social service nonprofit organizations. With 40 years of experience serving thousands of clients, we take pride in delivering excellence.

Job Description:

Are you a client-focused insurance professional who takes pride in delivering exceptional service? If so, we want to hear from you! NCG Insurance Agency is seeking a Client Services Account Manager to join our growing team. This full-time role plays a key part in servicing client accounts, managing renewals, and maintaining strong relationships with both clients and company underwriters.

The ideal candidate will bring a strong background in commercial lines insurance, attention to detail, and a proactive, solutions-oriented mindset. This position offers the opportunity to serve mission-driven clients in a company that values teamwork, excellence, and service.

Responsibilities: The candidate must:

  • Provide responsive day-to-day service to clients, including answering questions and processing requests

  • Communicate effectively with insurance carriers and underwriters to manage quotes, binders, and policy changes

  • Report claims promptly and follow through to ensure efficient resolution

  • Manage the full renewal process, including remarketing accounts when needed

  • Review accounts to ensure adequate coverage and identify risk management opportunities

  • Issue policies and endorsements as needed, in accordance with agency and carrier guidelines

  • Maintain accurate records and documentation within agency management systems

  • Make thoughtful insurance recommendations aligned with each client’s unique needs

Requirements: The candidate will:

  • Hold an active Property & Casualty license

  • Have 2+ years of experience in the insurance industry, preferably in commercial lines

  • Demonstrate excellent communication, organization, and customer service skills

  • Be detail-oriented, self-motivated, and comfortable managing multiple client accounts

  • Have strong technical skills, including experience with agency management systems and Microsoft Office

  • Bring a collaborative spirit and a desire to grow with an agency that serves those who serve others

Please, no calls to NCG Insurance Agency.

Job Tags

Full time, Work at office,

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