Account Manager
Core
Manage policy maintenance, service, and retention for mid-size to large commercial insurance accounts, including risk management, quoting, and claims handling.
Role type
Senior Account Manager (Commercial Insurance)
Builds
Insurance policies and risk management solutions for commercial clients
Domain
Insurance / Commercial Lines
Required skills
Commercial insurance knowledge, risk management, account management, claims handling, proposal preparation, carrier selection, up-selling, client relationship management, critical thinking, problem solving, MS Office proficiency, agency management systems knowledge
Preferred skills
Applied Epic, CISR elite, CIC, advanced insurance designations
Technologies
MS Office, Agency Management Systems, Applied Epic
Responsibilities
Establish and maintain strong client relationships for mid-size to large accounts; Collaborate with client advisors to review exposures and determine best carrier fit; Market, quote, and prepare proposals for risk management; Provide day-to-day service and handle initial claims reporting; Monitor carrier activities for policy endorsements and claims; Complete account reviews and round out insurance portfolios; Coach and mentor junior team members
Seniority
Senior, hands-on IC