Account Manager
Core
Critical link between clients and insurer, focusing on client retention, risk assessment support, and managing policy renewals.
Role type
Account Manager (Property & Casualty Insurance)
Builds
Commercial insurance policies and client relationships
Domain
Insurance (Property & Casualty)
Required skills
Commercial insurance industry experience, Property & Casualty coverage knowledge, Policy administration, Relationship building with brokers, Data management, Microsoft Office Suite proficiency
Preferred skills
Undergraduate degree in business/finance, Professional development coursework
Technologies
Microsoft Office Suite (Word, Excel, Outlook)
Responsibilities
Perform policy binding, issuance, and endorsements; Review policy documents for accuracy and compliance; Act as key point of contact for brokers and clients; Provide guidance and mentorship to junior team members; Maintain accurate records of policy and underwriting data
Seniority
Mid-level, hands-on IC