Serves as the primary day-to-day contact for assigned clients, focusing on complex, construction accounts and higher-level client needs.
Leads overall client service delivery, including coordination, prioritization, and quality control across the service team.
Mentors, coaches, and provides guidance to Account Managers and Account Associates; supports their development and escalates issues as needed.
Partners closely with Producers and Account Executives on client strategy, renewals, and service commitments.
Oversees new business and renewal processes, including managing timelines, deliverables, and stakeholder communication.
Develops and executes renewal and placement strategies in collaboration with Producers and service teams.
Reviews and negotiates coverage, pricing, and terms with carriers and underwriters for complex placements.
Ensures service standards are met or exceeded; identifies trends and drives continuous improvement initiatives.
Acts as a trusted advisor to clients by proactively identifying risks, coverage gaps, and opportunities to strengthen insurance programs.
Ensures all client files are accurately documented to minimize E&O exposure and enable timely response to client requests.
Accountable for client outcomes including retention, account rounding, referrals, and smooth, uneventful renewals.

Active Property & Casualty license for the state in which the agency operates.
Advanced knowledge of insurance products, carrier markets, and client service best practices.
Strong proficiency in electronic systems and agency management platforms; advanced Microsoft Office skills (Word, Excel, PowerPoint).
Demonstrated ability to lead, mentor, and influence others without direct authority.
Excellent verbal, written, and interpersonal communication skills.
Strong organizational skills, attention to detail, and ability to manage competing priorities.
Commitment to pursuing or maintaining professional insurance designations.
High school diploma required; college degree preferred.
Bachelor’s degree in Business or a related field, or equivalent relevant experience.
Minimum of 7–10 years of experience in the insurance industry or a closely related field.
Prior experience managing complex accounts and supporting producers or sales teams.

Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical, dental, and vision insurance
Company-paid short-term and long-term disability insurance
Company-paid group life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Optional supplemental and pet insurance
401(k) with company match and financial wellness programs
Flexible Spending Accounts (FSA), Health Savings Account (HSA), and commuter benefits
Paid parental leave and fertility benefits
Career growth and learning opportunities

Senior Account Manager

Key skills