Account Manager ll - Professional Liability

About the role

The Account Manager will perform duties and maintain quality service that supports our Risk Management accounts, including clients, insurance companies, and producers. This role focuses on managing a portfolio of generalist and real estate accounts, with key responsibilities including overseeing renewals, marketing accounts, and delivering exceptional client service.

Responsibilities

• Accurately manage client accounts with a proactive service approach, ensuring all deadlines and service levels are met
• Serve as subject matter expert for niche and/or industry specialization
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Manage projects as appropriate to client lifecycle and/or as requested by the client or production team
• Lead the creation of materials for recurring client meetings; analyze client data and present findings and recommendations
• Deliver the firm’s commitments based on the suite of services purchased by the client
• Assist in marketing and placing new business and/or renewal business while maintaining process per workflows
• Mentor and train Account Specialists and Account Managers on industry knowledge, regulatory requirements, and available tools
• Cook up firm resources such as Claims, Legal, Safety, Marketing, and/or Technology as needed
• Keep accurate records of policies, renewals, and payments; stay current on insurance regulations, trends, and products
• Travel to visit clients or carriers as needed; collaborate with regional offices to ensure alignment in processes and practices

Requirements

• High School diploma or GED required, two or four-year degree preferred
• Minimum of 4 years of experience in commercial insurance industry required
• Property & Casualty Insurance license required
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Prior customer service experience required
• Experience with different processes/forms associated with the varying coverages and insurers
• Experience working with EPIC Agency Management Software preferred

Qualifications

• Excellent verbal and written communication skills
• Good leadership, problem-solving, and time-management skills
• Advanced analytical skills and attention to detail
• Good customer service skills, including telephone and listening skills
• Good planning, organizational, and prioritization skills
• Ability and motivation to work independently
• Ability to work within a team and to foster teamwork

Skills

• Excellent verbal and written communication skills
• Good leadership, problem-solving, and time-management skills
• Advanced analytical skills and attention to detail
• Good customer service skills, including telephone and listening skills
• Good planning, organizational, and prioritization skills
• Ability and motivation to work independently
• Ability to work within a team and to foster teamwork

Benefits

• Annual Bonus
• Medical, Dental, Vision
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives/Discounts
• Hybrid Work Schedule

Pay

Competitive salary commensurate with experience.

Schedule

Flexible schedule to accommodate client needs.