Senior Account Manager - P&C

SUMMARY

Responsible for the strategic management and retention of a significant book of complex commercial P&C clients, providing high-level service, risk management guidance, and supporting new business development, working independently with minimal supervision.

ESSENTIAL FUNCTIONS & RESPONSIBILITES

• Client Relationship Management: Serve as the primary point of contact, building strong relationships, resolving complex issues, and ensuring high client satisfaction.
• Risk Management & Analysis: Conduct thorough exposure analysis, risk assessments, and collaborate with clients to develop appropriate insurance strategies and solutions.
• Marketing & Placement: Lead the marketing process for renewals and new business, negotiating terms with carriers, reviewing quotes, and presenting proposals.
• Policy Administration: Oversee the accurate setup, processing, and delivery of policies, endorsements, and certificates.
• Claims Support: Guide clients through loss reporting, provide ongoing support, and assist with claims management.
• Account Growth: Identify and pursue opportunities for account rounding, cross-selling, and referrals.
• System Management: Maintain accurate client data and policy details in agency management systems.
• Collaboration: Work with internal teams (producers, service staff) and external partners (carriers, vendors).

• Performs other duties as assigned.