Manage an assigned book of business, ensuring account retention and supporting new business.
Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Serve as a subject matter expert for the account management team.
Maintain a high degree of technical competence and industry expertise.
Direct daily activities and workflow of the account management team.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
Conduct client research, prepare submissions, negotiate coverages, and present proposals.
Monitor reports and collect outstanding balances on delinquent accounts.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Monitor and maintain activity/suspense to ensure timely completion.
Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Stay updated on company policies and procedures.
Seek and adopt best practices to improve individual and team performance.
Demonstrate integrity and leadership.

7+ years of account management experience
10 + years in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active property & casualty licensing; professional designation (CIS, TRIP or equivalent) preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Senior Account Manager – Commercial Insurance, Transportation

Key skills