Account Manager - Atlanta, GA or Charlotte, NC

About the role

We are seeking a skilled Account Manager to join our dynamic Insurance team in Atlanta, GA or Charlotte, NC.

Responsibilities

• Serve as primary day-to-day client contact
• Manage client service needs
• Present custom solutions to clients and prospects in a clear and professional manner
• Communicate client needs to account management team and coordinate client services, including but not limited to:
  • Claims reviews
  • Insurance training
  • Kick-off meetings
  • Stewardship meetings
  • Renewal strategy meetings
• Analyze client risk profile and develop marketing strategy with team and client
• Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement
• Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace
• Participate in off-site carrier, client, and prospect meetings as required
• Conduct research, compile information into presentation format
• Assist with training and overseeing Account Associates
• Review, analyze, process and follow-up with clients regarding:
  • Complex endorsements
  • Subcontractor certificate/endorsements
  • Policy audits
  • Notices of cancellation
  • Invoice collections
  • Unit stat cards
  • Final renewal letter request
  • Final proposal of insurance
  • Renewal exposure
  • Coverage quotes
  • Proposals of insurance
  • Premium finance quotes and agreements
  • Certificate checklist and special account handling instructions
  • Client claim reviews
  • Fee agreements
  • Premium allocations
  • Experience modification analysis and projections
• Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding
• Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)
• Identify key individuals within the client's organization and build and maintain effective and sustainable relationships
• Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service
• Provide backup for other team members during their absence
• Maintain insurance license & CE requirements
• Additional responsibilities as required

Requirements

• Strong technical property and casualty knowledge, typically 2 to 5 years industry experience
• Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
• Valid driver’s license and reliable transportation required
• Ability to travel as required

Skills

• Time management and ability to prioritize work
• Attention to detail
• Problem solving skills
• Professional written and verbal communication

Benefits

• Comprehensive Benefits Package
• 401k with above-average employer match of up to 5% of your salary
• Leadership training and support
• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
• Education and Student Loan Assistance

Pay

Competitive salary package ($80,000-100,000)

About Us

American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry. We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker.