Sr. Account Manager

About the Role

Key Responsibilities

• Provide a high level of daily service to clients including responding to inquiries regarding policies and coverages.
• Adhere to an established renewal timeline/process including development of renewal strategy with Account Executive & Producer, client exposure collection & review, customizing coverage specifications, analysis and negotiation of coverage quotes, and preparation of comprehensive insurance proposals.
• Implement service models and Real Estate centric stewardship reports throughout the year and maintain timelines of those deliverables.
• Create per location premium allocation spreadsheets and collaborate with clients to maximize premium CAM recapture.
• Work with clients to ensure favorable contractual risk transfer/contract review.
• Update client-specific Real Estate benchmarking & Claim trending/development reports.
• Review policies and endorsements for accuracy and report errors to the insurance company for correction.
• Assist in cross-selling lines of coverage not currently written.
• Keep team members fully informed of important activities on their accounts and be sensitive to potential problems.
• Apply problem-solving techniques to issues concerning cancellations, claims, renewal issues, audits, receivables, & carrier issues.
• Communicate effectively within team environment including Assistant Account Managers and Account Executives.
• Work independently and within a team on special, nonrecurring, and ongoing projects.
• Perform other duties as assigned.

Requirements

• Licensed in property and casualty insurance.
• Minimum 2+ years relevant Commercial Lines experience with a broker/agent, including marketing large middle market accounts to carriers and wholesalers.
• Ability to work with minimum supervision and accept direction on assignments.
• Knowledge of MS Office Products, including Word, Outlook, and advanced Excel skills.
• Strong analytical skills and attention to detail.
• Excellent communication skills, including phone etiquette, written, and verbal communication.
• Ability to travel regionally for client visits.
• Strong knowledge of all basic P&C coverages with a focus on Property, General Liability, Umbrella/Excess Liability, and Professional Liability.
• Knowledge of standard and surplus lines markets and insurance industry market trends is a plus.

Nice to Have

• College degree.
• Professional designation or pursuit of professional designation.

Qualifications

• College degree preferred.
• Professional designation or pursuit of professional designation preferred.