Commercial Lines Account Manager

Responsibilities

• Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation.
• Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers.
• Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance.
• Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record.
• Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.

• Two or more years of experience in a Property and Casualty brokerage environment, with a strong understanding of commercial insurance.
• Ability to follow processes and procedural guidance.
• Effective time management and task prioritization to meet deadlines.
• Clear communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Insurance licenses, or willingness to obtain them as required.