Account Manager II - INSURANCE

Job Overview We are seeking a technical support specialist for commercial insurance coverage in the Middle Market. The role involves serving internal and external clients, ensuring accurate placement and servicing of commercial insurance products across various categories. Responsibilities Liaison to optimize quality of service, business growth, and customer satisfaction. Disseminate appropriate client needs regarding Commercial Lines Insurance. Assist in marketing carriers for appropriate coverage. Facilitate requests and needs of carriers on behalf of clients. Manage client claims, including reporting, advocacy, and analytics. Maintain electronic client database. Obtain claims data, evaluate trends, supply summaries, and participate in claim reviews. Verify coverage and report claims to insurers. Advocate for clients on claims and follow up on claim assignments with insurers as required. Generate Acord applications as requested. Issue confirmation of coverage and other insurance documents as required. Counsel clients and execute routine policy changes with clients and insurers. Secure online insurer proposals as requested. Complete billing worksheets and bill policies. Follow up on timely issuance of insurance contracts and audits. Review policies, policy changes & audits for accuracy. Prepare renewal kits as required. Update operating platform with underwriting data. Participate in training of new colleagues focusing on tasks that are primarily our technical process and SOPS. Collaborate with Account Executives in assembling marketing submissions. Qualifications Education Bachelor’s degree or equivalent work experience preferred. Proficient with MS Office (Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint). Must hold a current resident state license for Property and Casualty. CISR preferred or current pursuit of a professional designation. Work Experience 3–5 years of account management in a commercial brokerage environment; duties include claim data analytics, client services, application and proposal generation, coverage needs determination. History of working in a team environment beneficial. Experience using a P&C brokerage CRM. Working knowledge of core Property & Casualty coverages. Basic knowledge of executive liability coverages. Understanding of premium development and rating methodology. Experience interpreting contractual language related to insurance. Ability to read and digest financial statements. Commercial insurance experience is a must. Skills & Knowledge Strong math, organization, critical thinking, and problem‑solving skills. Proactive, organized approach to multitasking and prioritization. Independent of supervision, manages time and meets deadlines; recognizes patterns and trends in large data sets to develop business strategies. Demonstrates accuracy, thoroughness, effectiveness, and attention to detail. Adjusts quickly to new or changing assignments, processes, and people. Displays professionalism and remains composed under challenges. Learns from experience; modifies behavior to be more effective. Recognizes strengths and opportunities for growth; can analyze problems for solutions. Improves efficiency and accomplishes objectives within own area. Uses business understanding to guide decisions; follows policies and procedures. Communicating & Influencing Skills Developing knowledge of negotiation strategies and analytical/problem‑solving skills. Establish and nurture relationships at client and carrier levels. Comfortable interacting over phone and in person with underwriters, brokers, clients, referral sources, and colleagues. Communicates complex insurance and contractual policy language in lay‑person terms. Gathers, clarifies, and applies information to provide timely and effective responses. Investigates non‑standard requests with assistance as needed. Strong research and presentation skills. Goal‑driven, self‑motivated, and comfortable with individual accountability while collaborating in a team environment. Develops genuine relationships with business partners and team members. Delivers exceptional customer care to prospects and clients. Good written and verbal communication skills. Consistent words and actions; earns trust, loyalty, and respect. Identifies and removes barriers to effective teamwork. Listens to others’ ideas and respects opposing viewpoints. Outputs Timely delivery of claim data for renewal negotiations. Current and accurate database of client data. Timely and accurate issuance of client documents. Facilitation of timely and favorable claim outcomes. Billing of client premium/revenue resulting in accurate financial statements. Supports teammates and executes special projects as assigned. Benefits Health Insurance Vision Insurance Dental Insurance Life and Disability Insurance Flexible Spending and Health Savings Accounts Employee Assistance Program 401(k) plan with company match Paid Time Off (PTO) Paid holidays, bereavement, and jury duty Paid pregnancy/parental leave Paid military leave Tuition reimbursement Compensation Competitive wages commensurate with job‑related skills, experience, relevant education or training, and geographic location. Annual compensation range for full‑time employees is $60,800.00 - $86,640.00 USD. Equal Opportunity Employment Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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