Account Manager responsible for managing daily client service needs in Property & Casualty brokerage. Handling renewals, claims management, and communication with clients and producers.
About the role
- Personal Lines Account Manager ensuring insurance needs for clients are met through relationship management. Collaborating with clients and producers to deliver outstanding service with expertise in insurance.
Responsibilities
- Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
- Review exposures and current insurance program for assigned clients
- Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
- Work with producers with the development and decisions about plans of action and coverages for new accounts
- Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
- Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
- Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer
- Complete account reviews
Requirements
- 3-5 years of prior insurance industry experience preferred
- High school diploma or the recognized equivalent, required
- Maintain P&C License, required
- Proficient in the use of Windows programs including Outlook, Word and Excel
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage
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