Job DescriptionReports To: Client Service Team Leader
Duties and Responsibilities:- Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
- Develop and implement comprehensive account service strategies tailored to each client's industry, risk profile, and business goals.
- Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
- Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
- Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
- Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
- Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
- Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
- Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
- Mentor junior account management staff, providing training, technical guidance, and performance feedback.
Qualifications- Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
- Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision. Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
- Proven leadership skills, with experience mentoring or managing support staff or junior team members.
- Excellent client-facing communication, presentation, and strategic consulting skills.
- Proficient in AMS360 and other relevant tools and platforms.
- Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
- Ability to handle high-pressure situations with poise and a client-first mindset.
Additional InformationPlease see our company Benefits:- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
