Insurance Account Manager Requirements, Skills & Qualifications

The following common skills and qualifications are required of an Insurance Account Manager:

  • Bachelor's degree in business, finance, or a related field (preferred).
  • Proven work experience as an Insurance Account Manager or similar client-facing role in the insurance industry.
  • In-depth knowledge of insurance products, coverages, and underwriting principles.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients.
  • Excellent negotiation and problem-solving abilities.
  • Detail-oriented with strong organizational and time management skills.
  • Proficient in using CRM systems and other insurance software tools.
  • Ability to work effectively in a team-oriented environment.
  • Current insurance industry certifications (e.g., CIC, CRM) are a plus.

Note that this is not an exhaustive list of Insurance Account Manager skill, qualifications and experience. Job requirements for specific Insurance Account Manager roles may vary, depending on the industry and type of employer.


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