Account Manager responsible for managing client service needs and renewal strategy in Property & Casualty brokerage. Engaging with clients, providing support, and ensuring process adherence in a fast-paced environment.
Responsibilities
Manage daily client service needs for a designated book of business
Participate in renewal strategy including discussion of the markets to approach
Manage a renewal book of business, including creation of submissions
Provide support in drafting exposure gathering information and proposals
Update the system of record to reflect conversations and policy documentation
Process monthly, quarterly or annually audits and reports
Responsible for setting up the policy in the system
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
Good communication, interpersonal, and negotiation skills
Ability to work efficiently in teams
Hold, or willing to obtain, Insurance licenses as required by the Company
Benefits
Comprehensive risk management advice
Insurance and reinsurance placement
Consulting services and financial & wealth solutions
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