Commercial Insurance - Senior Account Manager / Team Lead
Core
Primary client contact for small to middle-market architect & engineering accounts, managing renewals, intake, and day-to-day service.
Role type
Senior Account Manager / Team Lead
Builds
Insurance policies and risk solutions for A/E firms
Domain
Insurance brokerage (Commercial Property & Casualty)
Deliverable
client delivery
Required skills
Commercial P&C account management, Agency Management Systems, policy negotiation, claims reporting, invoicing processing
Preferred skills
Construction industry expertise, leadership, creative problem solving
Technologies
Sagitta, Microsoft Office (Outlook, Word, Excel)
Responsibilities
Manage renewal process for existing clients, handle day-to-day client issues via phone/email, process cancellation notices, manage exposure changes and endorsements, prepare insurance proposals, negotiate policy terms, submit information to insurers, create and update account information in database
Seniority
Senior, hands-on IC with potential Team Lead progression