Account Manager | Property & Casualty

#LI-KW1 #LI-Hybrid

Essential Functions and Primary Duties

• Serve as the primary client contact for an assigned book of Select Business commercial insurance accounts, delivering exceptional service and fostering long-term client relationships.

• Manage the day-to-day service needs of small business clients, including policy changes, endorsements, certificates of insurance, billing inquiries, audits, claims assistance, and coverage questions.

• Perform proactive account management activities to support client retention and satisfaction.

• Coordinate and manage the renewal process, including gathering updated underwriting information, marketing accounts when appropriate, preparing renewal proposals, and reviewing coverage options with clients.

• Advise clients on commercial insurance coverages and risk management solutions, helping them make informed decisions to protect their businesses.

• Build and maintain strong working relationships with clients, insurance carriers, underwriters, and internal team members.

• Respond to client requests accurately and efficiently while meeting established service standards and timelines.

• Review policies and endorsements for accuracy and communicate coverage details to clients in a clear and consultative manner.

• Identify gaps in coverage and uncover opportunities for additional insurance products and services, referring opportunities to Producers when appropriate.

• Maintain accurate client records and documentation within the agency management system and carrier platforms.

• Assist clients with claims reporting and coordination to ensure a positive client experience throughout the claims process.

• Stay informed on market conditions, carrier appetite changes, industry trends, and insurance products relevant to small business clients.

• Ensure compliance with agency procedures, carrier requirements, and regulatory standards.

• Collaborate with Producers and service team members to provide a seamless and positive client experience.

• Additional responsibilities as assigned.

Preferred Qualifications

• Bachelor's degree preferred.

• Active Property & Casualty Insurance License required or ability to obtain within a designated timeframe.

• 2+ years of commercial insurance account management, customer service, or agency experience preferred.

• Experience servicing small business commercial insurance accounts.

• Working knowledge of commercial insurance coverages

• Strong customer service, relationship-building, and communication skills.

• Excellent organizational skills with the ability to manage a high-volume book of business and multiple priorities.

• Strong attention to detail and commitment to accuracy.

• Experience utilizing agency management systems such as Applied Epic, Sagitta, or similar platforms preferred.

• Proficiency with Microsoft Office Suite and CRM technologies.

• Professional Designations Preferred

Minimum Qualifications

• High School Diploma or GED required
• 3 to 5 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Must be able to travel based on client and business needs