Account Manager

Responsibilities

• Serve as the primary point of contact for assigned clients, ensuring consistent, responsive, and high-quality service delivery.
• Lead day-to-day account management activities, including renewal planning, service execution, and client communications.
• Cook up internal resources, including Risk Analysts, Senior Risk Analysts, brokers, and carrier partners, to ensure client deliverables are completed accurately and on time.
• Consult with clients regarding risk management strategies, coverage needs, service plans, and program objectives.
• Analyze client exposures, claims trends, and risk information to support recommendations and strategic planning.
• Lead renewal activities, including gathering underwriting information, developing timelines, coordinating marketing efforts, and presenting recommendations.
• Prepare and deliver client-facing proposals, service plans, stewardship reports, and renewal presentations.
• Identify opportunities to improve client outcomes and support account retention and growth initiatives.
• Mentor and support Risk Analysts and Senior Risk Analysts by providing guidance, feedback, and developmental assistance.
• Maintain required licensing and stay informed regarding industry trends and market developments.
• Maintain confidentiality and adhere to company policies and procedures.
• Other duties as assigned.

Required Qualifications

• Bachelor's degree or equivalent experience.
• 4-7 years of commercial insurance, brokerage, or risk advisory experience.
• Active state insurance license(s), or ability to obtain and maintain licenses.
• Strong relationship management, communication, and consultative skills.
• Demonstrated ability to manage multiple client accounts and competing priorities.
• Professional designations (CPCU, ARM) preferred.

Additional Requirements

• Ability to travel.