Account Manager II, Commercial Enterprise
Core
Manage a complex book of insurance business, providing professional service to clients, carriers, and underwriters while handling renewals, new business, and coverage negotiations.
Role type
Account Manager II (Commercial Insurance)
Builds
Client retention, new client accounts, and lines of coverage
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P & C Insurance Producer License, client relationship management, quote review and negotiation, policy binding and accuracy, electronic records management, team delegation
Preferred skills
2+ years insurance brokerage experience, advanced professional designations (AAI, ARM, CIC), EPIC Agency Management System experience
Technologies
EPIC Agency Management System, Microsoft Office (Word, Excel, Outlook)
Responsibilities
Field client communications regarding coverage and policy changes, manage client renewal process including pricing negotiation and invoicing, review quote documents for insurance requirements, maintain relationships with underwriters, train and collaborate with team members
Seniority
Mid-level, hands-on IC