Commercial Insurance - Account Manager
Core
Primary client contact for small to middle-market architect & engineering accounts, managing renewals, intake, and day-to-day service.
Role type
Commercial Insurance Account Manager
Builds
Insurance policies and coverage solutions for A/E firms
Domain
Insurance brokerage, Construction & Design
Required skills
Commercial property & casualty account management, Agency Management Systems, Microsoft Office, Policy negotiation, Claims reporting, Proposal preparation
Preferred skills
Property and Casualty Broker License, 2+ years mid-size brokerage experience, Construction industry knowledge
Technologies
Sagitta, Microsoft Office (Outlook, Word, Excel), Agency Management Systems
Responsibilities
Handle day-to-day client issues and questions, Process and follow up on cancellation notices, Manage insurance renewal and new business process, Prepare insurance proposals and present to client, Negotiate policy terms, Create and update account information in shared database
Seniority
Mid-level, hands-on IC