Senior Account Manager – Advanced Industries Practice

Role Overview

• Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer.
• Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework.
• Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations.
• Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy.
• Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts.
• Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs.
• Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies.
• Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME).
• Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

Requirements

• 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred.
• Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy.
• Strong communication and judgment; able to lead technical discussions, translate trade-offs into decisions, and drive outcomes within delegated authority.
• Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency.
• Effective delegation to COE/service partners with consistent quality control and documentation standards.
• Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions.
• Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline.
• Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word).
• Travel up to 30% (varies by book of business and industry), including carrier and client meetings.
• Active state property & casualty insurance license.
• ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development