Insurance Account Manager
Carter Murray, Melville, NY, United States
Location: Melville, NY - 4 days on site (1 day WFH)
Salary: $50–$85k base (flexible based on experience) + Uncapped Commission ($100–$200k+ OTE) + Benefits + High Growth Potential
About the Company
My client is a premier insurance, risk management, and financial services firm headquartered in Melville, NY. They support more than 15,000 clients and manage over $100M+ in annual insurance premiums. The team serves businesses of all sizes, from small companies to global organizations, with a strong customer-first approach and a reputation for long-term client relationships.
Role Overview This is a full-time, hybrid Insurance Account Manager role based in Melville, NY, with the flexibility to work from home on select days. The position focuses on managing client relationships, supporting risk management activities, assisting with insurance program placements, and ensuring overall client satisfaction.
Key Responsibilities
Manage client relationships and ensure high satisfaction
Support clients with risk management solutions and recommendations
Assist with insurance program placement and carrier negotiations
Prepare proposals, quotes, and client-facing documentation
Maintain accurate CRM and client records
Partner with underwriting, operations, and service teams
Support sales activities and contribute to account growth
Required Qualifications
Strong communication, interpersonal, and negotiation skills
Experience in client relationship management, sales, or customer service
Familiarity with insurance practices or risk management
Proficiency with CRM systems, spreadsheets, and presentation tools
Strong organization skills and attention to detail
Ability to work independently and collaboratively
Preferred Education & Certifications
Bachelor’s degree in Business, Finance, or a related field (preferred, not required).
Relevant insurance licenses or designations are a plus.
Property & Casualty (including Workers’ Compensation, D&O and Professional)
Employee Health Insurance Plans
401k Plans and other retirement plans
Captive Insurance Companies and other alternate risk funding strategies
#J-18808-Ljbffr
Role Overview This is a full-time, hybrid Insurance Account Manager role based in Melville, NY, with the flexibility to work from home on select days. The position focuses on managing client relationships, supporting risk management activities, assisting with insurance program placements, and ensuring overall client satisfaction.
Key Responsibilities
Manage client relationships and ensure high satisfaction
Support clients with risk management solutions and recommendations
Assist with insurance program placement and carrier negotiations
Prepare proposals, quotes, and client-facing documentation
Maintain accurate CRM and client records
Partner with underwriting, operations, and service teams
Support sales activities and contribute to account growth
Required Qualifications
Strong communication, interpersonal, and negotiation skills
Experience in client relationship management, sales, or customer service
Familiarity with insurance practices or risk management
Proficiency with CRM systems, spreadsheets, and presentation tools
Strong organization skills and attention to detail
Ability to work independently and collaboratively
Preferred Education & Certifications
Bachelor’s degree in Business, Finance, or a related field (preferred, not required).
Relevant insurance licenses or designations are a plus.
Property & Casualty (including Workers’ Compensation, D&O and Professional)
Employee Health Insurance Plans
401k Plans and other retirement plans
Captive Insurance Companies and other alternate risk funding strategies
#J-18808-Ljbffr