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

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