Job Summary and Mission

The Account Manager plays a key role in the daily service and expanding a portfolio of property and casualty clients, including both commercial and personal. Acting as the primary liaison between clients and insurance carriers, the Account Manager manages renewals, processes endorsements, resolves service issues, and delivers tailored insurance solutions. Through a client-focused approach and strong attention to detail, this role supports retention and sustainable growth by ensuring every client feels informed, valued, and protected.

Summary of Key Responsibilities

• Client Management

• Serve as the primary day-to-day contact for a portfolio of commercial and personal clients

• Manage the full renewal cycle, including coverage analysis, marketing, and client presentations

• Prepare client-facing materials such as proposals, renewal packets, and presentations

• Ensure prompt resolution of client service issues related to claims, billing, and policy administration

• Manage policy changes, including submitting to the carrier, supplying any information requested by the carrier and reviewing issued endorsement for accuracy.

• Review completed forms for accuracy, obtain missing information, and track underwriting process

• Assist with insurance carrier audits and information gathering

• Support departmental projects and initiatives

• Contribute to account retention and development through responsive and reliable service

Qualifications

• 1+ years of experience in an administrative or office support role.

• Excellent communication and interpersonal skills.

• Proficient with Microsoft Office Suite (Word, Excel, Outlook, Teams, OneDrive).

• Licensed Property & Casualty Insurance Producer (or ability to obtain within 120 days)

• Experience with account management platform AMS360

• Strong organizational and time management capabilities.

• High attention to detail and follow-through.

• A collaborative mindset with a positive, solution-driven approach.

Success Measures

• Delivers timely and accurate client support, enhancing retention and satisfaction

• Maintains efficient workflows and documentation in alignment with compliance requirements

• Takes proactive ownership of assigned tasks, contributing to overall team success

• Supports client and team communication to ensure transparency and follow-through

Reports to:

• Account Executive

Leadership and Core Competencies

• Driving Innovation: Encouraging creativity, challenging the status quo, and supporting breakthrough ideas.

• Leading change effectively: Navigating transitions, influencing others through change, and removing resistance.

• Attention to detail: Notices what others miss and take pride in thorough work.

• Entrepreneurial thinking: Identifying opportunities, taking smart risks, and creating value through new initiatives.

• Relationship building: Creating strong, respectful, and collaborative connections with others.

• Adaptability and Curiosity: Willingness to learn, unlearn and apply new skills quickly.

• Self-Discipline and Time management: Staying organized, focused, and productive.

• Self-reflection and growth: Regularly evaluating your performance and making improvements.

• Client Focus: Strives to exceed expectations in every interaction.

• Integrity: Adheres to our Mission & Values.

• Results-Oriented: Gets results and achieves goals.

• Navigates Ambiguity: Thrives in dynamic environments and adapts effectively to shifting priorities