Licensed Property & Casualty Account Manager Job at Robert Half (Greer)

Account Manager Property and Casualty

Shomer Insurance Services, an Alera Group Company is seeking a Commercial Lines ...

Location

United States , Sherman Oaks

Salary:

90000.00 - 175000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent combination of education and experience
5+ years working in Commercial lines
CA Property & Casualty Insurance License
Knowledge of principles and methods for presenting, promoting, and selling products or services
Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs
Proficient in MS Office Suite
Requires travel to networking, prospect, and client locations

Job Responsibility

Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect’s needs
Identify centers of influence that can assist with developing leads or with making inroads to potential clients
Develop relationships and perform analysis with prospective clients to understand their organization, key decision makers, and business needs
Meet sales goals and retain relationships with key stakeholders after prospects become clients with an eye toward cross-sell and round-out opportunities
Understand principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques
Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations

What we offer

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

Fulltime

Property Casualty Client Account Manager

The Account Manager oversees the day‑to‑day service needs of an assigned book of...

Location

United States , Kansas City

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Hold Insurance licenses as required by the Company
2+ Years of experience in a Property & Casualty brokerage environment
Knowledge of Property & Casualty business
Ability to follow process and procedures guidance

Job Responsibility

At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding
Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals
Obtain loss run or policy documentation directly from a carrier website as needed
Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE
Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
Submitting and managing changes to the carrier per the client’s request
Update the system of record to properly reflect conversations, communications and policy documentation
Processing of monthly, quarterly or annually audits and monthly reports as received
Handling contract reviews that are not complex in nature

What we offer

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services

Fulltime

Account Executive Property Casualty

The Account Executive is responsible for placement strategy, client management, ...

Location

United States , Kansas City

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

7+ Years of experience in a Property & Casualty brokerage environment
Deep technical knowledge of Property & Casualty business
Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
Hold Insurance licenses as required by the Company
This position may require routine or periodic travel, which may require the team members to drive their own vehicle or a rental vehicle
If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

Job Responsibility

Responsible for overall Service, Placement and Business Development management on an assigned book of business
Accountable for business development and retention for any assigned book of house accounts
Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client
Debrief of proposal presentation sent to the client
Create binding instruction recap to team
Drafting stewardship reports in a timely fashion as agreed upon by the client
Provide oversight and direction for Loss control services and claims management
Review of client contracts as necessary
Review and communicate with carrier on any Material change to the coverage program

What we offer

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Fulltime

Select Account Manager

At Alera Group, our Property & Casualty team helps businesses protect their asse...

Location

United States

Salary:

23.00 - 34.00 USD / Hour

Alera Group

Expiration Date

Until further notice

Requirements

Minimum of 2+ years of experience in Property & Casualty insurance or related client service role
Experience managing client relationships and servicing commercial accounts
Strong communication and relationship management skills
Ability to manage multiple priorities in a fast-paced environment
Active Property and Casualty license

Job Responsibility

Manage a dedicated book of small commercial clients with a focus on retention and account performance
Lead the renewal process by evaluating exposures, identifying coverage gaps, and recommending tailored solutions
Advise clients on coverage options and identify up-sell and cross-sell opportunities
Act as the primary point of contact, ensuring a high-quality client experience and proactively addressing service needs
Prepare and present proposals, insurance summaries, and quotes
Ensure timely handling of service requests including certificates, endorsements, billing issues, and renewals
Maintain accurate documentation in agency management systems
Ensure compliance, data integrity, and adherence to internal procedures
Support audits, reporting, and operational best practices
Identify growth opportunities and support new business initiatives

What we offer

medical
dental
vision
life and disability coverage
401(k)
generous PTO
Alera Group Academy professional development
role-specific learning paths
leadership development programs
technical and compliance training

Fulltime

Account Manager I

Considering a job change? Take a look at Aon! Our commercial risk team in Boston...

Location

United States , Boston

Salary:

60000.00 - 80000.00 USD / Year

Aon

Expiration Date

Until further notice

Requirements

1+ years of insurance experience required (preferably in an Account Management role)
Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
Strong verbal and written communication skills and analytical abilities
Ability to work well under pressure with attention to detail
Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible
Proficient in Outlook, Microsoft Excel, Word, and PowerPoint (intermediate to expert user level preferred)
High school diploma or equivalent required
Associates degree preferred
Experience supporting complex clients is preferred

Job Responsibility

Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience
Maintains effective and positive relationships with clients
Serves independently in a client-facing capacity on matters of moderate importance and complexity
Facilitates the timely and accurate flow of information between clients, and account team members, keeping all parties informed
Handles client open items lists and respond to client ad-hoc requests
Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation
Actively supports and monitors the renewal process, engaging with account team members as necessary
May draft quote comparisons and is responsible for saving down binders, policies, and endorsements
Where applicable, serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables
Primary collaborator with Premium Accounting on client billing matters

What we offer

401(k) savings plan with employer contributions
employee stock purchase plan
consideration for long-term incentive awards at Aon’s discretion
medical, dental and vision insurance
various types of leaves of absence
paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws
short-term disability and optional long-term disability
health savings account
health care and dependent care reimbursement accounts
employee and dependent life insurance and supplemental life and AD&D insurance

Fulltime

Account Manager

Alera Group is looking for a Commercial Lines Accounts Manager for the Small Bus...

Location

United States , Bethlehem

Salary:

40000.00 - 60000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

Active Property & Casualty license or ability to obtain within a set timeframe
2+ years in commercial lines insurance, with a focus on account management or client servicing
Skilled in agency management systems (e.g., AMS360) and Microsoft Office (Word, Excel, Outlook)
Familiarity with various insurance carrier products, rating systems, and online platforms
Excellent interpersonal skills and attention to detail in managing multiple accounts.

Job Responsibility

Support Producers: Collaborate with producers to manage renewals, new business, and monthly account activities
Policy Management: Handle policy documents, endorsements, and audits, and ensure updates are reflected in management systems
Quote & Proposal Assistance: Analyze quotes and assist in preparing coverage summaries and client proposals
Billing Accuracy: Invoice agency bill policies and changes, ensuring accurate coverage and documentation
Client & Carrier Communication: Respond to client inquiries and coordinate with carriers for endorsements, pricing, and policy servicing.

What we offer

Medical
Dental
Life and disability insurance
401k
Generous paid time off

Fulltime

Commercial Lines Account Manager

At Alera Group, our Property & Casualty team helps businesses protect their asse...

Location

United States , San Antonio

Salary:

Not provided

Alera Group

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in a commercial insurance account management role
Active Property & Casualty insurance license
Strong understanding of commercial lines underwriting and coverages
Proficiency in Microsoft Office and Adobe applications
Strong organizational skills with attention to detail
Excellent verbal and written communication skills

Job Responsibility

Support Producers by coordinating renewals and new business for commercial accounts
Gather underwriting information and engage clients to prepare renewal and marketing submissions
Serve as a day-to-day point of contact for clients and carriers
Strengthen client relationships through clear communication and reliable follow-through
Request, review, and analyze carrier quotes for accuracy, coverage, and pricing
Assist with marketing and placement of business
Ensure accuracy and timeliness of policies, endorsements, invoicing, audits, and billing
Review month-end statements and assist with finance arrangements
Issue proofs of insurance and manage service follow-ups
Maintain organized electronic files, suspense systems, and follow-up tracking

What we offer

Medical
Dental
Vision
Life and disability coverage
401(k)
Generous PTO
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support

Fulltime

Director, Client Services - Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their asse...

Location

United States , Oxnard

Salary:

175000.00 - 200000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

8+ years of experience in Property & Casualty insurance brokerage or consulting
Proven leadership experience managing client service teams
Deep expertise across P&C lines including Workers’ Compensation, General Liability, Property, Auto, and Umbrella/Excess
Demonstrated experience handling large, complex, and multi‑layered insurance programs
Strong understanding of claims advocacy, loss trends, and risk management strategies
Excellent communication skills and executive presence with the ability to engage C‑suite clients
Active Property & Casualty insurance license

Job Responsibility

Serve as executive‑level relationship manager for key and high‑revenue P&C clients
Participate in client strategy meetings, stewardship reviews, and renewal presentations
Provide strategic oversight for complex placements, coverage structuring, and program design
Act as escalation point for service, placement, or claims‑related issues on major accounts
Collaborate with Producers to identify cross‑sell, upsell, and program restructuring opportunities
Lead, mentor, and develop high‑performing client service teams, including Account Managers, Account Executives, and support staff
Establish and enforce service standards, workflows, and best practices across the P&C book
Oversee renewal processes to ensure timely, accurate, and competitive program delivery
Optimize workflows, team utilization, and service models to improve efficiency and scalability
Implement and maintain standard operating procedures and service frameworks

What we offer

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability coverage
401(k)
Generous PTO

Fulltime

Select Country

Licensed Property & Casualty Account Manager

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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