Account Manager Lead - Commercial P&C

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts and supporting Producer‑led new business efforts.

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Analyzes certificate, endorsement, and audit requests.
• Initiates necessary corrections to ensure accuracy of dates, coverage, signatures, commission, premium, attachments, etc.
• Facilitates flow of information from agents and underwriters, whether to internal teams and/or clients.
• Initiates cancellation and non‑renewal notices timely according to statutory and contractual requirements.
• Responds promptly to all requests from internal team, (re) insurers or clients regarding account servicing issues.
• Interacts regularly with brokers, clients, and underwriters regarding certificates; responding to queries and concerns with a prompt resolution.
• Provides and/or assists with quotations and binders for new business, renewals and endorsements.
• Proactively initiates and coordinates renewal activity on assigned accounts.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

• Associate’s degree or equivalent combination of education and experience.
• Ten (10) or more years related work experience.
• Valid insurance license.
• Must continue to meet Continuing Education requirements for license renewal.
• Encouraged to complete Career Path requirements as communicated by supervisor.

• Excellent verbal and written communication skills.
• Ability to work within a team and to foster teamwork.
• Excellent customer service skills, including telephone and listening skills.
• Good leadership, problem‑solving, and time‑management skills.
• Proficient in Microsoft Office Suite.