Property & Casualty Account Manager

As a Property & Casualty Account Manager, you will collaborate closely with the Producers and Account Executives, taking ownership of local and national accounts. Your role entails working with a select group of assigned clients, wherein you will oversee day-to-day operations, foster robust relationships, and deliver an exceptional level of service. Through your dedication to client satisfaction, you will play a pivotal role in sustaining and enhancing ongoing, long-term client relationships.

The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.

Essential Duties and Responsibilities

• Stay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniques
• Manage ongoing client service relationship
• Maintain open and clear communication channels with clients, insurance carriers, and internal partners
• Develop connections beyond the producer's relationship with the key decision makers in book of business
• Respond to inquiries and requests in a timely and professional manner
• Process audits, changes, endorsements, ID cards, MVRs and other insurance documents on a timely basis
• Identify problems, summarize, and develop strategic solutions
• Communicate due dates, timelines, and expectations to clients and partners
• Prepare ACORD Forms and speci?c marketing applications through communication with producers and prospect/client
• Collect loss history from carriers and prospect/client
• Submit ACORD Form data, speci?c marketing applications, and loss history information to insurance carriers and wholesalers via email or carrier website/portal
• Phone and email follow-up with clients to secure additional underwriting data or misc. info
• Follow-up with carriers and wholesalers to secure quotations and misc. data by set deadline
• Prepare proposals for new business and client renewals
• Review proposals with clients by phone, zoom/teams or in-person based on client needs
• Input and maintain record of all activities in EPIC
• Make sure the client is aware of all resources Bryson o?ers

Quali?cations:

• Technical insurance knowledge
• An active California State Property & Casualty License
• Strong understanding of Commercial Property & Casualty insurance products and coverages.
• Excellent communication, negotiation, and relationship-building skills.
• 3+ years of insurance agency customer service
• Sound professional and personal judgment
• Strong business acumen
• Polished interpersonal skills
• Ability to work at a fast pace, handle changing priorities, and have the highest level of con?dentiality and discretion

Competencies:

• Proactive and self-motivated; ability to work independently with minimal oversight
• Possess a strong teamwork orientation
• Demonstrate strong prioritization and multitasking skills
• Organized with excellent verbal and communication skills
• Computer pro?cient with excellent technological skills including pro?ciency in Microsoft O?ce applications
• Ability to easily adopt and work with all so??ware platforms used at Bryson, namely EPIC

Success Factors:

• Pro?cient in Microsoft O?ce and EPIC applications
• Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
• Ethical business standards and transparency
• Promote open communication and high morale
• Adoption of the Bryson "WOW" service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, resolution and delivering value.

We are an equal opportunity employer, and all quali?ed applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

This is largely a sedentary role Monday-Friday 8am -5pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or ?nger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl. Speci?c vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. xhyhwjd The noise level in the work environment is usually moderate.