Job DescriptionClient Relationship Management & Strategy- Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts.
- Develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.
- Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
- Collaborate closely with producers and practice leaders to present unified service and growth strategies.
- Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.
Book Management & Profitability- Strategically analyze assigned book of business to ensure revenue growth and account profitability.
- Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
- Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms.
- Ensure accurate and timely updates in AMS360 and all related systems for policy changes, notes, and documentation.
- Identify underperforming accounts and create action plans to improve margins or address servicing issues.
Operational Excellence- Provide technical support and guidance to Client Managers and junior team members as needed.
- Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues.
- Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
- Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.
Qualifications- 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
- Deep understanding of Property & Casualty insurance products, markets, and strategies.
- Proven ability to build and maintain strong relationships with executive-level clients and carrier partners.
- Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability.
- Exceptional communication, negotiation, and presentation skills.
- Proficient in AMS360 or comparable agency management systems.
- Active insurance licenses in applicable lines (P&C) required.
- Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.
Additional InformationPlease see our company Benefits:- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
Compensation: $120,000-$140,000 commensurate on experience
