Account Manager

The Property & Casualty Account Manager will take ownership of approximately 70 local and national accounts. You will work with a group of assigned clients, manage the day‑to‑day, build relationships, and make an impact by providing an extraordinary level of service, supporting ongoing and long‑term client relationships.

• Stay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniques
• Maintain open and clear communication channels with clients, insurance carriers, and internal partners
• Develop connections beyond the producer’s relationship with the key decision makers in book of business
• Identify problems, summarize, and develop strategic solutions
• Follow‑up with carriers and wholesalers to secure quotations and misc. data by set deadline
• Communicate due dates, timelines, and expectations to clients and partners
• Prepare ACORD Forms and specific marketing applications through communication with producer and prospect/client
• Collect loss history from carriers and prospect/client
• Submit ACORD Form data, specific marketing applications, and loss history information to insurance carriers and wholesalers via email or carrier website/portal
• Follow‑up with prospects and clients to secure additional underwriting data or misc. info
• Prepare proposals for new business and client renewals
• Review proposals with prospects and clients by phone or in‑person based on client needs
• Monthly or quarterly communication with key referral contacts
• Make sure the client is aware of all resources Bryson offers

• High level of technical insurance knowledge
• An active California State Property & Casualty License
• 5+ years of Insurance Account Management & Servicing
• Sound professional and personal judgment
• Polished interpersonal skills
• Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
• Possess a strong teamwork orientation
• Demonstrate strong prioritization and multitasking skills
• Organized with excellent verbal and communication skills
• Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
• Ability to easily adopt and work with all software platforms used at Bryson, namely Applied EPIC

• Proficient in Microsoft Office and EPIC applications
• Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
• Ethical business standards and transparency
• Promote open communication and high morale
• Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, delivering value, and resolution.

• Associate

• Full‑time

• Administrative

• Insurance and Insurance Agencies and Brokerages

• 401(k)
• Vision insurance
• Medical insurance
• Student loan assistance
• Paid maternity leave
• Tuition assistance
• Disability insurance
• Paid paternity leave