Account Manager

Overview

In this role you support client relationships and service delivery for mid-market or emerging accounts, aligning with AE-led strategy to service renewals, onboarding, and negotiated coverages. You will facilitate collaboration with underwriters, prepare materials, and manage submissions and policy changes to drive favorable outcomes. The position emphasizes 운영 efficiency, accurate data handling, and proactive communication to anticipate issues and support client satisfaction. This is a team-based, growth-focused role in a recognized, entrepreneurial firm.

Compensation / Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• 401(k)
• Paid Time Off
• Flexible Work Options

Responsibilities

• Serve as day-to-day contact for client requests within a book of business with guidance from Account Executive
• Prepare or delegate renewal materials such as premium, exposures, coverage comparisons
• Collaborate with Account Executive on client interactions, negotiations, and program design
• Support new client onboarding and ongoing marketing submissions with carriers
• Forecast and address potential problems through client/underwriter communications and industry changes
• Create marketing submissions using client workbook under AE direction and negotiate with carriers
• Receive quotes, verify coverage and terms, generate proposals, and route for AE review
• Process policies via COE and manage changes during negotiations; assist with policy processing when needed
• Handle premium allocations, surplus lines template prep, COI requests, certificates, endorsements, and basic contract reviews
• Review and resolve coverage and premium discrepancies and audits on expired/non-renewed policies
• Maintain EPIC data completeness and proficiency with MS Office tools
• Build and maintain relationships with underwriters and clients
• Delegate tasks appropriately when needed
• Willingness to travel up to 20%

Key requirements

• Ability to work within EPIC and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (PowerPoint, Outlook, Word, Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (up to 20%)
• Strong communication skills both written and verbal

• strong communication (written and verbal)
• organizational skills
• ability to work independently
• EPIC
• PowerPoint
• Outlook