Account Manager, Commercial Risk Management- Construction

Key Responsibilities

• Support ownership of client service workflows and account management activities in partnership with Client Managers.
• Act as a subject matter resource for policy servicing, billing, and claims-related processes.
• Ensure accurate and timely handling of client and carrier needs.
• Assist in the renewal process including gathering information, ordering EMOD data, preparing renewal files, verifying quotes, and generating proposals.
• Prepare certificates, binders, auto ID cards, and other client deliverables.
• Manage policy changes, documentation, and follow-ups with carriers and clients.
• Prepare invoices and maintain accurate records in agency management systems.
• Maintain accurate account and policy data and audit policies for discrepancies.
• Monitor placements with carriers and follow up as needed.
• Resolve client, carrier, or administrative issues efficiently.
• Collaborate with Client Managers, Risk Managers, and internal teams to support client needs.
• Communicate renewal updates, deadlines, and key developments to stakeholders.
• Support new business efforts by verifying quotes and assisting in proposal development.
• Participate in special projects and provide backup support to team members as needed.
• Identify opportunities to improve workflows, efficiency, and client service delivery.
• Stay informed on carrier offerings, industry trends, and best practices.
• Deliver accurate, timely, and high-quality client service and policy administration.
• Maintain data integrity and compliance within agency systems.
• Support seamless execution of renewals and client deliverables.
• Build collaborative relationships across internal teams and with clients.
• Demonstrate strong organization, prioritization, and problem-solving skills.

Qualifications

• 7+ years of experience in a similar role within insurance, risk management, or financial services.
• Property and Casualty license.
• Strong proficiency with Microsoft Office and agency management systems.
• Strong communication, problem-solving, and organizational skills.
• Associate’s degree or some college education (preferred).
• Prior client service experience in a property and casualty insurance environment (preferred).