Summary:

The Account Manager is responsible for day-to-day management of their assigned book of business. The AM may collaborate with Producers (Client Executives) or works directly with clients to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any business insurance service needs.

Responsibilities include:

• Manages and maintains assigned book of business

• Serves in an advisory capacity for clients;

• Works closely Client Executives, if applicable, to manage the renewal process

• Manages day to day client issues

• Conducts needs analysis and strategy calls  

• Conducts face-to-face meetings with clients, either virtually or in-person

• Assists in growing the book of business through cross-sale opportunities when available

• Builds relationships with clients through proactive communications

• Communicates and educates clients on latest trends, concerns and changes in the industry

• Effectively and efficiently manages complex accounts and high-level service deliverables

Requirements Include:

• Must be self-motivated and disciplined

• Possess excellent written and verbal communication skills

• Possess strong organizational skills

• Must be very detail-oriented

• Demonstrate leadership capabilities

• Ability to work with clients at a strategic level

• Ability to thrive in fast-paced environment

Experience:

• 3+ years’ experience in account management or in a consultative role, required

• Prior experience at an agency, brokerage or underwriting role, required

• Current Property & Casualty license, required

• Thorough knowledge of Commercial Insurance products; required

• Working knowledge of all Microsoft Office products; required  

• Familiarity and practical knowledge of quoting process and tools; preferred

• Bachelor’s Degree, preferred

• Experience with database applications, a plus.