Client Account Manager Sr.

Responsible Duties

• Process policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, provide coverage comparisons, loss analysis, and respond to coverage questions.
• Build and maintain professional relationships with clients, vendors, and carriers to enhance client retention.
• Identify gaps in coverage and consult leadership or producers on options to advise the client.
• Manage the renewal process for all assigned clients, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing, and preparing the renewal proposal and binders.
• Review internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements.
• Aid in growing the assigned book of business through account rounding and referrals.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• Perform other duties as assigned.

Licenses & Certifications

• Valid Insurance Producer license.

Skills & Experience

• Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, PowerPoint, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge of using office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
• 5+ years’ experience in the insurance industry, or a related field.
• College Degree in a business-related field (preferred).