Account Manager, Commercial Lines

Account Manager

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account.

Your Impact :

• Client management : At the direction of the Producer or Account Executive (Prod / AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.
• Day to Day Client Service : Primary recipient of daily questions or changes from the client or forwarded by the Prod / AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy / endorsement / audit checking. Submitting and managing changes to the carrier per the client's request.
• Update the system of record to properly reflect conversations, communications and policy documentation. Processing of monthly, quarterly or annually audits and monthly reports as received. Handling contract reviews that are not complex in nature. Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
• Client Accounting Responsibilities : Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing. Responsible for request for invoice on an agency bill policy within the corporate guidelines.

Successful Candidates Will Have :

Physical Demands and Work Environment :

The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.

This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.

Pay Range : $51,800 - $85,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and / or budget for this role.