Works collaboratively with the Risk Consultants and Account Executives managing a book of business.
Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs.
Serves as day to day contact and provides resolution for client questions and issues.
Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
Provides professional, courteous service to clients, resulting in a rate of account retention that meets or exceeds expectations.
Provides high level of support to Risk Consultants in obtaining, maintaining, and expanding business.
Troubleshoots billing issues.
Organizes and attends client meetings when necessary.
Prepares reports for management as required.

At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.
High school diploma or equivalent required
Bachelor’s degree preferred but not required
P&C License required or able to obtain within 120 days from hire
Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)
Computer Skills: Proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Bilingual in English and Spanish a big plus.

Account Manager, Commercial Lines

Key skills