Account Manager

Job Summary:

As an Account Manager, you will partner with Account Executives and team members to support and manage an Energy portfolio. You will play a key role in delivering high-quality service, building client relationships, and driving day-to-day account management activities while developing technical expertise in commercial insurance. Depending on experience level, you will take on increasing ownership of accounts, client interactions, and strategic responsibilities.

Key Responsibilitie

• Support the management of an assigned book of Energy accounts in partnership with senior team members
• Build and maintain strong client, carrier, and internal relationships through responsive, professional service
• Serve as a day-to-day contact for client needs, demonstrating discretion, accountability, and a proactive mindset
• Assist with renewal processes, including data gathering, submission preparation, and proposal development
• Review policies, quotes, binders, and endorsements for accuracy and completeness
• Coordinate with carriers to support quoting and renewal negotiations
• Support new business onboarding, including account setup and documentation collection
• Assist with preparation of client-facing materials, reports, and presentations
• Maintain accurate account documentation and policy records throughout the lifecycle
• Contribute to contract reviews and support coverage analysis
• Stay informed on industry trends and market developments impacting clients

Requirements:

• Bachelor's degree in Risk Management, Business, Finance, or related field (or equivalent experience)
• 0-3+ years of experience in insurance, business, or client service
• Self-starter with the ability to take initiative and manage responsibilities independently
• Strong interpersonal skills with the ability to manage client relationships with professionalism, discretion, and sound judgment
• Excellent written and verbal communication skills
• Strong organizational and time-management abilities with attention to detail
• Analytical mindset with problem-solving and critical-thinking skills
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)