Serve as a support point of contact for assigned client under the guidance of senior account executives to collect and verify client information and documentation needed to process insurance requests (applications, claims, policy changes, renewals).
Review submitted forms for accuracy and completeness; follow up with clients, agents, or brokers for missing information as needed.
Assist with client onboarding, account setup, and day-to-day service needs.
Monitor client accounts to ensure accuracy, timely delivery of services, and fulfillment of commitments.
Support the preparation of presentations, proposals, and reporting materials for clients.
Gather client feedback and escalate concerns to senior team members as needed.
Collaborate with internal teams (sales, operations, finance, marketing, product) to ensure smooth execution of client deliverables.
Learn and apply account management best practices, including identifying opportunities to support account retention and growth in partnership with senior account leaders.

Bachelor’s degree in Business, Marketing, Communications, Finance, or a related field or equivalent experience.
3-5 years of progressive experience in account management, sales support, customer service, or client-facing roles.
Strong interpersonal and communication skills (written and verbal).
Highly organized with attention to detail and follow-through.
Proficiency in Microsoft Office Suite.
Experience supporting account objectives and contributing to revenue and retention goals.
Strong presentation, negotiation, and relationship-building skills.

Lead Account Manager, P&C Licensed

Key skills