VP - Fund Accounting managing client relationships and team operations at Apex Group. Involves strategic planning, client engagement, and cross - department coordination for optimal service delivery.
IA
Hybrid Senior Account Manager – Commercial Lines
Posted 5 months ago
About the role
- Senior Account Manager focusing on commercial lines within real estate. Managing account retention, customer service, and administrative activities for IOA.
Responsibilities
- Manage an assigned book of business, ensuring account retention and supporting new business.
- Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
- Maintain technical competence and industry expertise.
- Direct daily activities of the account management team.
- Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Manage policy expirations and renewals.
- Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Stay updated on company policies and procedures.
- Seek and adopt best practices to improve individual and team performance.
- Demonstrate integrity and leadership.
Requirements
- 5+ years of account management experience, or 7+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing; professional designation (CIC or equivalent) preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Benefits
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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Account Manager focusing on client management at Apex Group, a leading fund administration provider. Responsible for managing client relationships and collaborating with internal teams for service delivery.
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