Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing
Review quote documents to ensure all insurance requirements are included in quote proposal
Manage client relationship ensuring satisfaction
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate
Manage relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
Responsible to set up and maintain electronic records
Use best practices and internal broker standards for service and maintenance of client files and information
Training and collaboration with team members to share and educate on coverage, exposures and client knowledge

High School or equivalent
P & C Insurance Producer License Required
Two or more years insurance brokerage or property casualty insurance experience in account management role preferred

Account Manager, Personal Lines

Key skills