Account Manager, Construction-Middle Market
Core
Technical resource and relationship manager handling day-to-day insurance operations and client service for designated accounts.
Role type
Account Manager (Insurance Brokerage)
Builds
Service delivery for assigned book of business
Domain
Insurance brokerage / Capital markets
Deliverable
client delivery
Required skills
Insurance licensing, contract review, policy processing, carrier interaction, Epic system proficiency, medium-complexity issue resolution
Preferred skills
Bachelor's degree, Agency Management System experience
Technologies
Epic, CSR24
Responsibilities
Process policies, certificates, change requests, endorsements, cancellations, audits, and invoicing; Handle insurance requirements on contract reviews; Interact with carriers, underwriters, and clients to provide data for decision making; Maintain client records within Epic and other vendor software; Review documents issued by insurance companies for accuracy; Manage ongoing service on accounts; Assist with marketing new and renewal business.
Seniority
Mid-level, individual contributor