Account Manager

Manage the overall client relationship by providing strategic advice on coverage, risk management, and business needs Serve as the main point of contact for clients and address inquiries Provide guidance on coverage changes and contractual requirements Educate clients on policy exclusions and exposures Partner in developing insurance plans tailored to client needs Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage Manage renewal remarketing to support high account retention Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies Communicate billing and invoicing options Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents Assist clients with first reports of claims and facilitate carrier responses and claim settlements Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections Communicate significant audit discrepancies and determine further action Review cancellation requests and attempt to retain client accounts Stay informed about industry developments, products, legislation, coverage options, and technology Recommend process improvements Identify and resolve complex client service issues Adopt innovative technology, including proprietary AI solutions, in the service process Perform other assigned projects, duties, and tasks Requirements A Property and Casualty License from state of domicile is required and must be maintained High School Diploma or equivalent Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage Bilingual (Spanish/English) is a plus or a must in some locations Strong analytical and mathematical skills Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions In-depth understanding of advanced personal lines of coverage and ability to advise clients on complex insurance needs Excellent written and verbal communication skills Proficient in Microsoft Office, primarily Excel and Word Computer literacy and ability to learn new software applications Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures Valid driver’s license Ability to travel to client sites Reliable source of transportation Core Competencies Demonstrates expertise in managing client relationships and providing strategic insurance advice, with a strong focus on personal lines of coverage and risk management. Proficient in utilizing technology and analytical skills to enhance client service and retention. Highest-signal resume keywords Property And Casualty License Account Management Experience Bilingual (Spanish/English) Advanced Personal Lines Knowledge Microsoft Office Proficiency ATS Optimization Keywords Hard Skills Risk Management Insurance Underwriting Policy Review Claims Facilitation Analytical Skills Mathematical Skills Insurance Market Knowledge Quotations Preparation Contractual Requirements Guidance Process Improvement Soft Skills Client Communication Presentation Skills Problem Solving Relationship Management Attention To Detail Certifications & Qualifications Property And Casualty License Industry Keywords Personal Lines Coverage Insurance Products Insurance Ratings Client Retention Audit Discrepancies Tools & Technologies Microsoft Excel Microsoft Word Presentation Software Proprietary AI Solutions #J-18808-Ljbffr