Service day-to-day client needs including, fielding phone calls, email, and other communication related 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 Producer and 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 Associate Account Managers I and II to ensure their progress and workload is appropriate
Manage/Maintain 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 for setting up and maintaining 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

Property & Causality License
High School Diploma / GED
Proficient in Word, Excel, Outlook, and internet utilization
4 or more years insurance brokerage experience or property casualty insurance experience in account management role preferred

Account Manager II, Commercial Lines

Key skills