Account Manager

Your Responsibilities

• Support the management of an assigned book of Energy accounts in partnership with senior team members
• Build and maintain strong client, carrier, and internal relationships through responsive, professional service
• Serve as a day-to-day contact for client needs, demonstrating discretion, accountability, and a proactive mindset
• Aid in renewal processes, including data gathering, submission preparation, and proposal development
• Review policies, quotes, binders, and endorsements for accuracy and completeness
• Cope with new business onboarding, including account setup and documentation collection
• Aid in preparation of client-facing materials, reports, and presentations
• Maintain accurate account documentation and policy records throughout the lifecycle
• Contribute to contract reviews and support coverage analysis
• Stay informed on industry trends and market developments impacting clients

Qualifications

• Bachelor’s degree in Risk Management, Business, Finance, or related field (or equivalent experience)
• 0–3+ years of experience in insurance, business, or client service
• Self-starter with the ability to take initiative and manage responsibilities independently
• Strong interpersonal skills with the ability to manage client relationships with professionalism, discretion, and sound judgment
• Excellent written and verbal communication skills
• Strong organizational and time-management abilities with attention to detail
• Analytical mindset with problem-solving and critical-thinking skills
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)