Commercial Lines Account Manager

Role Overview

• Manage daily client service needs for a designated book of business
• Participate in renewal strategy including discussion of the markets to approach
• Manage a renewal book of business, including creation of submissions
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
• Update the system of record to properly reflect conversations, communications and policy documentation
• Process monthly, quarterly or annually audits and monthly reports
• Responsible for setting up the policy in the system of record for billing
• Generate the request to return funds to the client as appropriate

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 appropriate State P&C License

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Remote work options