Serve as the main point of contact for assigned clients, ensuring a smooth transition from sales through onboarding and continued support throughout the policy term and renewal cycle
Manage a portfolio of client accounts by responding to inquiries, processing policy changes, and resolving issues efficiently and professionally
Collaborate with underwriters, carriers, and internal teams to coordinate account activity and ensure a consistent, high-quality client experience
Conduct proactive outreach ahead of renewals to review coverage, assess business changes, and recommend appropriate adjustments to maintain retention and satisfaction
Identify cross-selling and referral opportunities by understanding clients’ business goals, risk profiles, and evolving coverage needs
Maintain accurate client data and documentation in HubSpot, AMS, and related systems to ensure data integrity and visibility into the book of business
Partner with sales, service, and carrier teams to streamline processes, enhance communication, and drive operational efficiency
Stay informed on Veracity Insurance product offerings, carrier underwriting guidelines, and industry best practices to provide informed, consultative guidance
Adhere to all licensing, regulatory, and company standards to ensure compliance and operational excellence
Required to perform other duties as requested, directed, or assigned

Active P&C insurance license
Minimum 5 years of commercial property and casualty insurance experience in either account management, client service, or sales.
Excellent verbal and written communication skills with a proven ability to build and maintain strong client relationships through responsiveness, follow-through, and clear communication
Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment
Proactive problem-solver who anticipates client needs and delivers effective, timely solutions
Experienced with HubSpot, AMS, or similar CRM platforms; proficient with Microsoft Office Suite and virtual collaboration tools
Knowledge of—or strong interest in developing expertise in—insurance products, underwriting processes, consultative selling, and industry regulations

Account Manager

Key skills