Manager, Account Management, Manager, Account Management
6 days ago
THE ROLE The Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and working closely with the Advisor in obtaining, maintaining, and expanding
In addition, the Account Manager is responsible for providing direction to the Associate and Account Administrators. As an Account Manager, you possess a solid understanding of commercial insurance and play a key role in the placement of insurance and leading the renewal process with clients. the company by providing exceptional customer service.
• Actively engaged in supporting the company's growth through internal team mentorship of
Associate and Account Administrators and external client relations.
• Delegate, develop, and coach the associate and account administrators to ensure timelines are being met.
• Work closely with Advisors and other service teams on all aspects of client service, marketing, and
Communicate with Advisors on all incoming new claims, ensuring prompt responses from carriers, and maintain ongoing communication.
• Lead the process to acquire information for renewal, manage pre-renewal meetings, and initiate
Account Planning with Advisor 90 days in advance of renewal.
• Manage account documentation promptly and accurately including routine inquiries, quotes,
binders, statement of values, insurance contracts, endorsements, cancellations, etc.
• Continuously review client’s coverages, exposures and loss experience and analyze risk to
determine the product/service requirements in collaboration with the Advisor.
• Accompany Account Executives and Advisors to prospect and client meetings as requested.
• Ensure accurate and timely servicing and billing of accounts.
• Stay informed about industry trends, market conditions, and emerging risks.
• Demonstrated breadth across commercial insurance and depth with policy wording and coverage
Level 2 license or equivalent and relevant industry experience required: certificates, industry
programs, such as CIP, CRM and CAIB or working towards.
• Solid mentorship skills and teaming capability; A well-defined sense of diplomacy and business acumen with a focus on customer service and
Skills in analysis, problem solving, critical thinking, decision making, teamwork, communication,
Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC)
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