Account Manager overseeing client services and renewal strategies in Property & Casualty brokerage. Engaging with clients and managing submissions and proposals under a hybrid work model.
Responsibilities
Handle the day-to-day Client Service requirements on an assigned book of business
Participate in renewal strategy including discussion of the markets to approach and claims reviews
Manage a renewal book of business, including creation of submissions
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
Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices
Update the system of record to properly reflect conversations, communications and policy documentation
Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing
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
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