Strata Insurance Account Manager
Listed on 2026-10-06
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Insurance
Insurance Sales, Insurance Agent & Advisor, Property Insurance -
Sales
Insurance Sales
The Role
As a Strata Insurance Account Manager
, you’ll be atrusted partner to property managers and strata councils, helping them navigate the unique complexities of strata insurance with confidence. You’ll manage client relationships, lead renewal and policy processes, coordinate with insurers and underwriters, and ensure clients receive proactive, consistent,5-star service.
Your ability to understand risk, explain coverage clearly,and stay ahead of deadlines will help protect what matters most to our clients while supporting the continued success of our Strata team.
Who You Are
- Client-focused and relationship-driven — you build trust and enjoy becoming a valued partner to your clients
- Confident and professional — you communicate clearly and are comfortable guiding clients through complex insurance decisions
- Organized and detail-oriented — you take pride in accuracy, documentation, and following through on commitments
- Proactive and dependable — you anticipate needs, stay ahead of renewals, andkeep work moving
- Solutions-oriented
— you look for practical ways to protect clients and overcome challenges - Calmunder pressure — you remain steady and focused when managing complexor time-sensitive issues
- Collaborative and team-oriented — you work closely with Account Executives,colleagues, and underwriters to achieve shared success
- Adaptable and curious — you stay current with market changes, strata trends, an devolving client needs
What You’ll Be Responsible For
Build Strong Client Relationships
- Build strong, professional relationships with property managers and strata councils through responsive, proactive service
- Respondto client inquiries and provide clear guidance on coverages, limits,deductibles, exclusions, and key exposures
- Help clients understand their insurance options and make confident, informed decisions
- Reachout proactively before renewal to understand changes, discuss increases,and identify potential coverage needs
- Ensure client coverage remains accurate and help identify and prevent potential gaps
- Developa strong understanding of each client’s business, property, and unique strata exposures
Manage Policies & Renewals
- Managenew business, renewals, endorsements, cancellations, and policy changes in accordance with Schill procedures
- Prepare submissions, proposals, binders, invoices, certificates, endorsements, andclient correspondence
- Review policy wordings and quotations to confirm accuracy and alignment with client needs
- Compare quotations and identify restrictions, exclusions, coverage limitations,and other important considerations
- Review expiry lists well in advance and gather the information required for renewal and remarketing
- Maintain complete and accurate documentation in Epic for all client, insurer, and underwriting interactions
- Track outstanding activities and follow up proactively to ensure deadlines and service standards are met
Work with Underwriters & Insurance Markets
- Frontline-underwrite new and renewal business in accordance with insurer guidelines and Schillstandards
- Prepare complete and accurate submissions and ensure underwriting information is provided in a timely manner
- Obtain additional information requested by underwriters and assist clients with completing applications
- Build strong working relationships with underwriters and insurance markets
- Stay current on market appetite, strata trends, coverage changes, and industry developments
- Coordinate remarketing activities and work with markets to secure appropriate coverage for clients
Support the Team & Grow the Business
- Partner closely with Account Executives to effectively service and grow the Strata book of business
- Identify relevant coverage needs and rounding opportunities and coordinate with the Account Executive as appropriate
- Support colleagues during high-volume periods or…
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