Account Manager

• Renewals & Submissions: Meet with producers, set client expectations, complete renewal applications, and submit thorough proposals to carriers
• Proposal & Quotation Analysis: Review carrier quotes, compare with EPIC schedules, and prepare professional proposals with premium comparisons
• Policy & Endorsement Management: Request, review, and process endorsements, assist with complex endorsement requests, and ensure policy accuracy
• Compliance & Contract Review: Handle COI compliance, order necessary endorsements, conduct contract/lease/bid reviews, and process Surplus Lines filings
• Billing & Premium Management: Address receivables, manage invoicing complexities, secure financing, and resolve billing issues
• Client & Carrier Relations: Maintain strong carrier relationships, attend meetings, understand market trends, and provide professional client follow-ups
• Operational Responsibilities: Lead renewal meetings, oversee workload distribution, maintain certifications, complete training, and support team initiatives

• Minimum 2 years in the insurance industry (agency preferred) with a valid state P&C Agent’s License
• College degree preferred
• industry-related certifications/designations required
• Proficiency in MS Office (Word, Excel, Outlook) and agency management systems (Applied EPIC preferred)
• Strong understanding of commercial lines and policy coverage
• Excellent oral/written communication skills with a solutions-focused approach
• Detail-oriented, proactive, team player with the ability to work independently
• Must be able to perform Account Assistant duties effectively

medical, dental, life and disability insurance, 401k, generous paid time off