Account Manager II, Commercial Enterprise
Account Manager II, Commercial Enterprise
Posted 3 days ago
SENIORITY
Senior
About the role
- Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
- Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
- Review quote documents to ensure all insurance requirements are included in quote proposal
- Manage client relationship ensuring satisfaction
- Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
- Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
- Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
- Responsible to set up and maintain electronic records
- Use best practices and internal broker standards for service and maintenance of client files and information
- Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
- Other duties as assigned.
- Four or more years insurance brokerage or property casualty insurance experience in account management role preferred
- High School or equivalentP & C Insurance Producer License Required
- Current with all necessary CE credits in required lines and states.
- Advanced professional designation highly desirable (e.g., AAI, ARM, CIC).
- Exceptional customer service skillsStrong reading comprehension and analysis skillsStrong data entry skillsStrong written and oral communication skillsStrong organization and follow up skills
- Ability to effectively work in a team environment
- Proficient in Word, Excel, Outlook, and internet utilization
- Applied EPIC Agency Management System experience preferred but not required
- Working Conditions and Physical Demands:
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
