Professional Lines Account Manager
Core
Managing professional liability insurance accounts for financial institutions, focusing on service plans, risk management, and client relationship development.
Role type
Senior Professional Lines Account Manager
Builds
Professional liability insurance policies and service plans for financial institutions
Domain
Insurance (Professional Liability, E&O, D&O)
Deliverable
client delivery
Required skills
Professional liability insurance expertise, account management, consultative risk management, financial institution underwriting knowledge, agency management systems proficiency, Microsoft Office suite, large complex account handling
Preferred skills
None stated
Technologies
Agency management systems, Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Build and strengthen relationships with existing clients; Develop and oversee service plans for each client; Plan, organize, and lead client meetings; Supervise and review marketing submission packages and negotiate terms with carriers; Review policies and midterm coverage endorsements; Review account level financial records and reporting; Keep management apprised of developing opportunities and risks
Seniority
Senior, hands-on IC