Insurance Account Manager

Job Location:

Branford, CT, 06405, USA

Job Category:

Customer Service Representative

Job Type:


Remote Type:

Fully Remote

Job Description

A well established and growing independent insurance agency serving the insurance needs of businesses, families and individuals in Connecticut is seeking a candidate to join our team of insurance professionals.  

Applicant must have a Connecticut Property & Casualty insurance license. Experience is also preferred with Applied Systems/EPIC, MS Office applications, PL Rating, and Company Proprietary Systems.

 As an Account Manager, you will complete an onboarding, training, and mentoring program provided by key team leaders in order to become familiarized with our agency culture, our agency management system, our proprietary carrier systems, and our specific agency workflows. 

 This individual will develop a strong understanding of the agency’s Mission & Vision. This individual has a desire to be part of a culture that supports these values. Ultimately, this individual will provide proactive, prompt, professional, courteous, and efficient support and guidance to personal lines clients to help manage insurance coverage for their personal needs. 

 If you are an outgoing, self-motivated, and team-oriented individual with a strong work ethic who strives to provide an exceptional experience to your clients, we would like to meet you.

Training is done on-site, but the position has the possibility of remote or hybrid status for the right candidate.

Salary: $48,000.00 - $70,000.00 per year


  • Salary ( based on experience)
  • Bonus Opportunities
  • Valuable Experience
  • Growth Potential/Opportunity for Advancement
  • Possibility for Flexible Work Location
  • Career Development & Growth
  • Hands On Training
  • Professional Work Environment
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401K Plan
  • Life Insurance
  • Supplemental Insurance
  • Mon-Fri Work Schedule


  • Work with markets and systems available through the agency’s carriers.
  • Complete applications, questionnaires and issue binders, identification cards, certificates of insurance and requests for proof of property insurance. 
  • Use a customer-focused, needs-based review process to educate clients about insurance options and coverage needs.
  • Prior to policies renewing, review exposures, gather information the carrier has requested, contact the client for review, and ensure delivery of renewal policies or binders on a timely basis. 
  • Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposures.
  • Provide assistance and execute follow-up on outstanding claims to assist in resolving them as needed..


  • Must possess a current property & casualty license with the state of Connecticut.
  • Excellent verbal and written communication skills.
  • Ability to multi-task.
  • Strong, proficient computer and MS Office skills a must. 
  • Knowledge of the following software programs a plus (Applied Systems, PL Rating and Company Proprietary Systems).
  • Ability to focus in a fast-paced environment.  
  • A two or four-year degree is a plus. 

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About V.F. McNeil Insurance

Our agency is located in the beautiful, shoreline town of Branford, CT. We're a full-service, Trusted Choice® independent insurance agency providing Auto, Home, Umbrella, Business, Life, and many other forms of insurance. We care about our clients, and it shows in our results, as we've achieved many awards since opening our doors and have proudly earned a five-star rating from our clients who have reviewed our agency.  Most recently, we were voted one of the top three choices for insurance on the Connecticut Shoreline! Our dedicated staff works incredibly hard as a team and always puts the customer first. Apply to our team today!

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