Essential Duties & Responsibilities:

• Develop strategy for retention of accounts at renewal time.  

• Assist in cross-selling other lines of business to existing accounts. 

• Work with clients to obtain sufficient information to prepare renewal submissions.  

• Participate in presentations to existing and prospective clients.  

• Review clients’ operational, contractual and financial exposure to loss.  

• Develop and maintain financial models of loss sensitive programs. 

• Review insurance policies and contracts.  

• Work with others to obtain and deliver information, quotations, policy changes, etc.  

• Develop and monitor client service plans in conjunction with claims and loss control on an annual basis.  

• Responsible for stewardship reports with feedback from clients.  

• Responsible for team’s ongoing service to include client surveys, experience mod calculations, loss picks and reserve analysis. 

• Manage Account Receivables to agency standards and facilitate collection of monies from clients.  

• Work independently and within a team on special nonrecurring and ongoing projects.  

• Oversee a team of Account Managers and Assistant Account Managers on a daily basis as well as helping to develop the team members professionally. 

• Control & direct renewal strategy internally with producer & team, and externally with the client.  

• Utilize external and internal resources to educate the team with insurance or industry knowledge.  

• Build replicable policies and procedures that create efficiencies within the service team.  

• Understanding of team atmosphere and contemplating how change affects the entire team.  

• Communicate clearly to surrounding team members, producers, and COO on day to day & renewal responsibilities as well as problematic situations.  

• Take the lead in creating educational presentations for clients and industry groups.  Presentations include the following: Non Work Comp Proposals, Workers Compensation(including various loss sensitive programs)  Proposals, Program Specific topics, Risk Management focused topics, Industry focused topics.   

Knowledge & Skill Requirement:

• Ability to work with minimum supervision; able to accept direction on given assignments. 

• Knowledge of MS Office Products, Word, Outlook and advanced knowledge of excel. 

• Demonstrated flexibility and adaptability to changing priorities and deadlines. 

• Strong analytical skills and attention to detail to ensure document accuracy. 

• Able to work effectively in a team environment with strong customer service skills. 

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills. 

• Ability to travel domestically for client visits and the occasional relevant industry conference.  

• Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets a plus. 

• Strong knowledge of all basic P&C coverages with a focus on loss sensitive casualty programs. 

• Large Account Captive experience is required 

• Demonstrated superior presentation and relationship skills in this highly Client interactive role. 

• Minimum 5 years relevant Commercial Lines experience a plus with a preference for 10+ years experience. 

• College degree preferred but not required

• P&C License

• Well versed in Applied Epic

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.