Account Manager - Atlanta, GA

American Global

$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of experience in property and casualty insurance
  • Strong technical knowledge of the insurance industry
  • Proficiency in Applied Epic, Microsoft Office suite, and Adobe Pro
  • Excellent written and verbal communication skills
  • Attention to detail and problem-solving skills

Responsibilities

  • Serve as the main client contact for day-to-day service needs
  • Coordinate and communicate client needs with the account management team
  • Conduct claims reviews, stewardship, and renewal strategy meetings
  • Analyze client risk and develop corresponding marketing strategies
  • Review and recommend improvements on client insurance documents
  • Cultivate relationships with local carriers in the construction insurance market
  • Assist in training Account Associates and participating in client meetings

Benefits

  • Comprehensive benefits package
  • Collaborative and innovative work environment
  • Culture of continuous learning and professional development
  • 401k with a competitive employer match
  • Leadership training and support
  • Work/Life balance initiatives including Summer Fridays and flexible arrangements
  • Education and Student Loan Assistance
Full Job Description

About the Role

We are seeking a skilled Account Manager to join our dynamic Insurance teamin Atlanta, GA

Key Responsibilities Include

  • Serve as primary day-to-day client contact; Manage client service needs; Present custom solutions to clients and prospects in a clear and professional manner

  • Communicate client needs to account management team and coordinate client services, including but not limited to:

  • Claims reviews

  • Insurance training

  • Kick of meetings

  • Stewardship meetings

  • Renewal strategy meetings

  • Analyze client risk profile and develop marketing strategy with team and client

  • Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement

  • Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace

  • Participate in off-site carrier, client, and prospect meetings as required

  • Conduct research, compiles information into presentation format

  • Assist with training and overseeing Account Associates

  • Review, analyze, process and follow-up with clients regarding:

  • Complex endorsements

  • Subcontractor certificate/endorsements

  • Policy audits

  • Notices of cancellation

  • Invoice collections

  • Unit stat cards

  • Final renewal letter request

  • Final proposal of insurance

  • Renewal exposure

  • Coverage quotes

  • Proposals of insurance

  • Premium finance quotes and agreements

  • Certificate checklist and special account handling instructions

  • Client claim reviews

  • Fee agreements

  • Premium allocations

  • Experience modification analysis and projections

  • Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding

  • Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)

  • Identify key individuals within the client's organization and build and maintain effective and sustainable relationships

  • Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service.

  • Provide backup for other team members during their absence

  • Maintain insurance license & CE requirements

  • Additional responsibilities as required

Skills & Experience That Lead to Success:

  • Time management and ability to prioritize work

  • Attention to detail

  • Problem solving skills

  • Professional written and verbal communication

  • Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems

  • Strong technical property and casualty knowledge, typically 2 to 5 years industry experience.

Additional/Preferred Qualifications:

  • Valid drivers license and reliable transportation required

  • Ability to travel as required

What You Can Expect From Us:

  • Comprehensive Benefits Package

  • Collaborative and innovative environment

  • Culture of continuous learning and professional development

  • Competitive salary package($80,000-100,000 commensurate with experience)

  • 401k with above-average employer match of up to 5% of your salary

  • Leadership training and support

  • Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)

  • Education and Student Loan Assistance

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