Account Manager

Serve as primary day-to-day client contact Manage client service needs Present custom solutions to clients and prospects Communicate client needs to the account management team and coordinate client services Coordinate claims reviews, insurance training, kickoff meetings, stewardship meetings, and renewal strategy meetings Analyze client risk profiles and develop marketing strategies with the team and client Analyze client documents and recommend changes or amendments Cultivate local carrier relationships in the construction insurance marketplace Participate in off-site carrier, client, and prospect meetings as required Conduct research and compile information into presentation format Assist with training and overseeing Account Associates Review, analyze, process, and follow up with clients regarding endorsements, certificates, policy audits, notices of cancellation, invoice collections, renewal materials, coverage quotes, proposals, premium finance agreements, claims reviews, fee agreements, premium allocations, and experience modification analysis Bind insurance coverages, address binding subjectivities, and convert insurance proposals to summaries post binding Conduct in-depth analyses of exposures, losses, premiums, rates, collateral, modifications, and deductible levels Identify key individuals within client organizations and build sustainable relationships Maintain ongoing communication with clients and industry partners Provide backup for other team members during absences Maintain insurance license and continuing education requirements Perform additional responsibilities as required Requirements Time management and ability to prioritize work Attention to detail Problem-solving skills Professional written and verbal communication Proficiency in Applied Epic, Microsoft Office product suite, and Adobe Pro systems Strong technical property and casualty knowledge Typically 2 to 5 years of industry experience Valid driver’s license and reliable transportation required Ability to travel as required Maintain insurance license and continuing education requirements Core Competencies Demonstrates strong client relationship management and communication skills while effectively analyzing client needs and developing tailored insurance solutions. Proficient in managing client service operations and maintaining industry knowledge to ensure compliance and effective risk management. Highest-signal resume keywords Client Relationship Management Property And Casualty Knowledge Applied Epic Proficiency Microsoft Office Suite Proficiency Attention To Detail ATS Optimization Keywords Hard Skills Risk Analysis Insurance Proposal Development Claims Review Policy Audit Coverage Binding Marketing Strategy Development Endorsement Processing Experience Modification Analysis Insurance Training Document Analysis Soft Skills Time Management Problem-Solving Professional Communication Certifications & Qualifications Insurance License Industry Keywords Construction Insurance Client Service Insurance Marketplace Carrier Relationships Continuing Education Tools & Technologies Applied Epic Microsoft Office Adobe Pro #J-18808-Ljbffr