Account Manager, Commercial Lines

Role Overview

• Manage daily client service needs for a designated book of business.
• Support renewal strategy with Producer/Account Executive.
• Prepare exposure data, loss exhibits, submissions/proposals.
• Act as primary contact for routine client requests.
• Maintain accurate system records and handle basic contract reviews.
• Set up policies for billing and request invoices.
• Align with carriers/wholesalers to leverage buying power.
• Participate in new business and retention efforts.

Requirements

• 2+ Years of experience in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Ability to follow process and procedures guidance.
• Analytical and problem-solving abilities.
• Ability to display tact and poise under pressure when working through issues.
• Good communication, interpersonal, and negotiation skills.
• Ability to work efficiently in teams.
• Hold Insurance licenses as required by the Company.

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Flexible work arrangements
• Professional development opportunities