Account Manager II, Commercial Enterprise
Core
Manage complex or specialized insurance business accounts, providing professional service to clients, carriers, and underwriters while driving retention and new business growth.
Role type
Senior Account Manager (Insurance Brokerage)
Builds
Client retention, new account acquisition, and coverage solutions for commercial enterprise clients.
Domain
Insurance Brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P&C Insurance Producer License, client relationship management, renewal process execution, quote review and negotiation, underwriter liaison, policy binding and administration, team delegation, data entry, Microsoft Office proficiency.
Preferred skills
4+ years insurance brokerage experience, advanced professional designations (AAI, ARM, CIC), EPIC Agency Management System experience.
Responsibilities
Field client communications regarding coverage, policy changes, and payments; manage client renewals including negotiation and presentation; review quotes for accuracy and completeness; maintain relationships with underwriters; delegate tasks to Associate Account Managers; ensure accurate policy binding and record keeping.
Seniority
Mid-Senior, hands-on IC