Job Description

Job Description

Job Description

Position Overview

Evergreen Benefits Group, LLC is seeking a professional, detail-oriented Account Manager to join our growing insurance agency. This role is ideal for someone who enjoys building relationships, delivering excellent client service, and working in a fast-paced, team-focused environment. The Account Manager will serve as a primary point of contact for clients, assisting with policy servicing, renewals, and day-to-day account needs.

Key Responsibilities

• Serve as the main contact for assigned client accounts
• Provide prompt, accurate, and friendly customer service
• Assist clients with policy changes, questions, and coverage reviews
• Process endorsements, renewals, and policy updates
• Coordinate with carriers to resolve billing, claims, and underwriting matters
• Prepare proposals, summaries, and client communications
• Maintain accurate and organized client records
• Support producers and agency leadership as needed
• Identify opportunities to improve client coverage and retention

Qualifications

• Prior experience in insurance, customer service, or account management preferred but not required
• Strong communication and interpersonal skills
• Excellent organizational and time-management abilities
• High attention to detail and accuracy
• Ability to multitask and prioritize in a busy environment
• Professional, positive, and client-focused attitude
• Proficiency with computers and common office software
• Texas insurance license preferred (or willingness to obtain)

Preferred Skills

• Experience with group health or employee benefits (a plus)
• Problem-solving mindset
• Ability to work independently and within a team

What We Offer

• Competitive Salary (based on experience)
• Supportive, team-oriented work environment
• Opportunities for professional growth
• Stable, locally owned agency culture
• Paid time off / Employer Paid Health Insurance / Retirement

About Evergreen Benefits Group

• Evergreen Benefits Group is a locally owned insurance agency committed to delivering personalized solutions and exceptional service to our clients. We pride ourselves on professionalism, integrity, and long-term relationships.

Please email resume to: [email protected]

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