7-10 years of insurance account management experience, particularly in Property & Casualty.
Experience managing complex, multi-location accounts with minimal supervision.
Strong leadership skills with a background in mentoring junior team members.
Excellent communication and strategic consulting abilities with clients.
Proficient in AMS360 and other relevant tools.
Active P&C license required; advanced certifications like CIC, CRM, or CPCU preferred.
Ability to maintain composure in high-pressure situations with a client-first approach.
Responsibilities
Serve as the lead relationship manager for high-revenue accounts in P&C or Life & Health.
Develop tailored account service strategies based on client needs and industry specifics.
Manage all aspects of client engagement, including renewals and claims advocacy.
Cultivate trusted advisor relationships with client executives on risk mitigation.
Lead internal teams to ensure seamless execution and high client satisfaction.
Proactively identify opportunities for program enhancements and cross-selling.
Ensure accuracy and compliance of account documentation in AMS360.
Benefits
Medical, Dental, Vision coverage.
Life Insurance and AD&D.
Flexible Spending Account (FSA) / Health Savings Account (HSA).
Accident and Critical Illness insurance.
Hospital Indemnity and Supplemental Health Insurance.
Employee Assistance Program (EAP).
Pet Insurance.
11 Paid Holidays and Flexible PTO.
401K retirement plan.
Full Job Description
Job Description
Reports To: Client Executive
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.
Qualifications
Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty.
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 preferred.
