About the role

  • Account Manager managing daily client service needs at a leading U.S. brokerage firm. Focusing on client communication, policy management, claims assistance, and compliance.

Responsibilities

  • Manage daily client service needs for a designated book of business
  • Assist with renewal strategy, prepare submissions, proposals, and binding documents
  • Serve as the main day‑to‑day contact for client questions, policy changes, certificates, invoices, endorsements, audits, and routine contract review
  • Help clients report new claims and provide support on ongoing or large claims
  • Set up policies in the system, request invoices, monitor aged receivables, resolve carrier discrepancies, and process refunds when needed
  • Work with carrier partners to place renewals in the best markets and support market‑consolidation initiatives
  • Maintain documentation to reduce E&O exposure, support retention and new business efforts, participate in audits, and take on stretch projects for career growth

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

  • Comprehensive risk management advice
  • Insurance and reinsurance placement
  • Employee benefits
  • Private client services

Job title

Account Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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