About the role

  • Account Manager managing daily client service needs for a designated book of business at a leading property & casualty brokerage firm.

Responsibilities

  • Manage daily client service needs for a designated book of business.
  • Participate in renewal strategy including discussion of markets to approach, claims reviews and exposure gathering.
  • Manage a renewal book of business, including creation of submissions, supporting the placement process.
  • Provide support in drafting loss exhibits, submissions and proposals.
  • Obtain loss run or policy documentation from a carrier website as needed.
  • Primary recipient of daily questions or changes from the client.
  • Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking.
  • Submit and manage changes to the carrier per client's request.
  • Update the system of record to reflect conversations, communications and policy documentation.

Requirements

  • 2+ Years of experience in a Property & Casualty brokerage environment.
  • Knowledge of Property & Casualty business.
  • Ability to follow process and procedures guidance.
  • Analytical and problem-solving abilities.
  • Ability to display tact and poise under pressure when working through issues.
  • Good communication, interpersonal, and negotiation skills.
  • Ability to work efficiently in teams.
  • Hold Insurance licenses as required by the Company.

Benefits

  • Health insurance
  • 401(k) matching
  • Professional development opportunities

Job title

Account Executive

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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