Account Manager - Project Risk
Description
We are seeking a motivated and detail-oriented Account Manager to join our Project Risk Construction team. This is an excellent opportunity for an insurance professional looking to build a career. In this role, you will partner with clients, carriers, and internal teams to deliver exceptional service, support policy administration, coordinate renewals and marketing efforts, and help ensure construction projects are protected through tailored insurance solutions. The ideal candidate is organized, client-focused, eager to learn, and thrives in a fast-paced, collaborative environment.
Position responsibilities
• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Ensure accuracy of exposure information from the Client, including reviewing loss-run schedules and client stratifications
• Requests and collects quotes (new and renewal) from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Process audits and creates audit analysis for Client
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Binds coverage under direction of the Unit Manager/Account Executive
• Informs Client of all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities
• Inputs client information into the data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Performs other work-related duties as needed