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We’re seeking an experienced Commercial Insurance Account Manager with a strong background in customer service and team leadership. This role is focused on supporting a fast-growing credit union insurance division, and we're looking for someone who can hit the ground running and take initiative from day one.
What You’ll Do:
- Manage day-to-day service and support for financial institution clients
- Lead a small team and ensure high performance through guidance and collaboration
- Resolve client inquiries, explain coverage options, and handle renewals with confidence
- Identify opportunities for cross-selling and upselling
- Maintain accurate policy records and documentation
- Oversee customer satisfaction metrics and implement process improvements
- Collaborate with senior leadership on strategy and client retention initiatives
What We’re Looking For:
- 3+ years of experience in commercial insurance account management
- Proven experience leading or mentoring a team in a service-driven environment
- Active Property & Casualty license required
- Strong organizational, communication, and follow-up skills
- Ability to manage competing priorities and work independently
- Experience working with Credit Union or Financial Institution clients is a plus
- Bilingual in English and Spanish is a bonus, but not required
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 157806
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Adriane Oifoh