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Senior Account Manager | Property & Casualty

Discussion

#LI-KW1 #LI-Hybrid

Essential Functions and Primary Duties

  • Provide exceptional service delivery to an assigned portfolio of complex middle market construction clients, addressing their unique insurance needs and risk exposures within the industry.

  • Resolve the most challenging and complex customer service issues directly, leveraging deep knowledge of construction-specific coverages such as builder’s risk, general liability, contractor’s equipment, and surety bonds.

  • Serve as the outward-facing, dedicated resource for assigned construction accounts, maintaining direct client relationships and acting as the primary point of contact for all day-to-day and overall service needs (not a call center role).

  • Build and nurture strong relationships with clients in the construction sector, understanding their operational challenges, contractual obligations, and evolving risk profiles.

  • Represent clients internally and collaborate with underwriting, claims, risk management, and other cross-functional teams to implement tailored insurance solutions, manage projects, and address ongoing service needs.

  • Escalate client concerns when appropriate, ensuring timely and effective resolution to uphold the highest standard of client satisfaction.

  • Maintain data integrity and quality with all applicable software and reporting systems on a timely basis, including project schedules, certificates of insurance, and endorsements.

  • Take a lead role on designated renewals, preparing comprehensive renewal information, gathering exposure data, and presenting tailored insurance solutions to clients.

  • Work alongside senior staff to develop high-quality communication materials, stewardship reports, and educational resources customized for construction clients.

  • Oversee new client onboarding, renewal processes, and client meetings, ensuring all coverage, compliance, and contractual requirements are met.

  • Establish and preserve strong business rapport with construction-focused insurance carriers, brokers, and vendors.

  • Advise clients on applicable legislation, safety regulations, industry standards, and market trends affecting construction insurance programs.

  • Identify opportunities for additional lines of coverage or enhancements, such as pollution liability, professional liability, and wrap-up programs.

  • Coach and mentor less experienced client service staff, sharing expertise in construction risk management and account servicing.

  • Perform additional responsibilities as assigned.

Preferred Qualifications

  • Active Property & Casualty license highly preferred

  • Minimum 3 years’ experience servicing complex commercial insurance accounts, preferably within the construction sector

  • Strong understanding of construction insurance programs, coverage requirements, and industry best practices

  • Excellent communication, analytical, and organizational skills

Minimum Qualifications

  • High School Diploma or GED required
  • More than 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
  • Advanced 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

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