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Account Manager


  • Work directly with the Account Executive to collect the necessary supporting documentation and/or information to assist Account Executive with application completion.
  • Handle call-in and/or walk-in customers/prospects as needed.
  • Input customer and account data into management system.
  • Complete customer policy changes and endorsement requests.
  • Work directly with Account Executive to supply and review 90 day expiration list including calling on those customers and remarketing as needed.
  • Educate customers on agency payment, cancellation policies and claims procedures.
  • Create and maintain account activities and handle follow up on a timely basis.
  • Review monthly cancellation reports and create activity for Account Executive to contact insured 90 days prior to next expiration date.
  • Review endorsements, audit findings, and other lists (communication log), and update customer information, as needed, in management system on a timely basis.
  • Provide carriers timely renewal changes.
  • Refers applicable clients to other agency departments.
  • Works with potential cancellations to retain the business, per agency procedures and standards.
  • Works with company underwriters to retain customers in remarketing accounts as instructed by Account Executive.
  • Update open activities daily, if applicable.
  • All other duties as assigned by Management.


  • High School Diploma; college degree preferred.
  • Active SD Property and Casualty Insurance agent license.
  • 3-5 years experience in insurance sales and service.