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The Account Manager oversees the day‑to‑day service needs of an assigned book of business, supporting client requirements and ensuring consistent, high‑quality service delivery. This role works closely with a Producer or Account Executive who holds overall responsibility for service, placement, and business development. The Account Manager manages substantial system activity, maintains strong communication with clients via email and phone, and upholds corporate standards, processes, and data integrity within the system of record. As a key member of the client team, the Account Manager also provides direction to third‑party vendors involved in servicing the account, ensuring coordinated and effective support.
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
Claims management
instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims
Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing
Responsible for request for invoice on an agency bill policy within the corporate guidelines
Communication with the Client and Producer when there is an Aged A/R issue
Requirements:
Hold Insurance licenses as required by the Company
2+ Years of experience in a Property & Casualty brokerage environment