Account Manager Associate

Main Responsibilities

• Manage daily client service needs for a designated book of business.
• Support renewal strategy, market selection, claims review, and exposure analysis.
• Manage renewals end to end, including submission development, proposals, carrier placement, and binding.
• Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss runs and policy documentation directly from carriers as needed.
• Manage daily client service requests, managing policy changes, endorsements, audits, certificates, and invoices.
• Maintain accurate and timely updates in the system of record, including documentation, audits, reports, contract reviews, and claims support.
• Oversee policy billing setup, invoice requests, premium reconciliation, aged A/R communication, and coordination with accounting teams.
• Build strong carrier and wholesaler partnerships, leverage brokerage buying power, support retention and new business efforts, and participate in initiatives, compliance, and stretch assignments that drive professional growth.

Requirements

• 2+ Years of experience in a Property & Casualty brokerage environment.
• Insurance licenses as required by the Company.
• Knowledge of Property & Casualty business.
• Analytical and problem-solving abilities.
• Ability to display tact and poise under pressure when working through issues.