Service day to day client needs including fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
Review quote documents to ensure all insurance requirements are included in quote proposal
Manage client relationship ensuring satisfaction
Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
Responsible to set up and maintain electronic records
Use best practices and internal broker standards for service and maintenance of client files and information
Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
Other duties as assigned.

High School or equivalent
P & C Insurance Producer License Required
2-5 years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
Exceptional customer service skills
Strong reading comprehension and analysis skills
Strong data entry skills
Strong written and oral communication skills
Strong organization and follow up skills
Ability to effectively work in a team environment
Proficient in Word, Excel, Outlook, and internet utilization
Applied EPIC Agency Management System experience preferred but not required

Account Manager, Commercial Lines

Key skills