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
Maintain technical competence and industry expertise
Direct daily activities 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 take action on delinquent accounts, collecting outstanding balances
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

5 years of account management experience
Thorough knowledge of insurance brokerage and client needs
Required active licensing; professional designation (CIC 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)

Commercial Insurance Account Manager, Construction/Contractors

Key skills