Account Manager II, Commercial Insurance
Core
Partner with Account Executives to manage assigned book of business, oversee client service processes, and lead renewal cycles for commercial insurance clients.
Role type
Account Manager II (Commercial Insurance)
Builds
Client service processes, renewal cycles, and client deliverables for commercial insurance accounts.
Domain
Commercial Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, submission assembly, data gathering and analysis, renewal process monitoring, billing coordination, coverage inquiry handling, policy transmittal management, receivables and collections management, mentoring junior staff
Preferred skills
Property and casualty broker's license, experience with complex clients, process improvements, data analysis
Technologies
Aon tools, ACS systems, Premium Accounting systems
Responsibilities
Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support strategic client-facing initiatives, run point on each client's renewal cycle, handle client open items lists and ad-hoc requests, gather and analyze data for stewardship reports, monitor and follow-up on invoice generation and collections, serve as key client liaison for certificates and policy transmittals, provide guidance and mentoring to less senior account specialists
Seniority
Mid-level, hands-on IC