Account Manager II, Commercial Risk - Multiple Locations
Core
Partner with Account Executives to manage the day-to-day service processes, client renewals, and coverage inquiries for a book of business in commercial risk.
Role type
Account Manager II (Commercial Risk)
Builds
Client service processes, renewal cycles, and coverage solutions
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, data gathering and analysis, renewal process management, billing and collections handling, policy administration, team collaboration
Preferred skills
Property & Casualty broker's license, experience supporting complex clients, mentoring less senior staff
Technologies
Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Manage day-to-day service processes and outputs for assigned book of business; Run point on each client's renewal cycle; Handle routine and sophisticated coverage inquiries and endorsement requests; Monitor and follow-up on invoice generation, fee agreements, receivables, and collections; Serve as key client liaison for certificates, auto IDs, location additions, and policy transmittals; Draft quote comparisons and save down binders, policies, and endorsements; Provide guidance and mentoring to less senior account specialists.