Account Manager supporting medium - sized real estate and commercial organizations with innovative financing solutions. Building relationships and staying current with financing trends in a hybrid work environment.
About the role
- Account Manager managing daily client service needs at a leading U.S. brokerage firm. Focusing on client communication, policy management, claims assistance, and compliance.
Responsibilities
- Manage daily client service needs for a designated book of business
- Assist with renewal strategy, prepare submissions, proposals, and binding documents
- Serve as the main day‑to‑day contact for client questions, policy changes, certificates, invoices, endorsements, audits, and routine contract review
- Help clients report new claims and provide support on ongoing or large claims
- Set up policies in the system, request invoices, monitor aged receivables, resolve carrier discrepancies, and process refunds when needed
- Work with carrier partners to place renewals in the best markets and support market‑consolidation initiatives
- Maintain documentation to reduce E&O exposure, support retention and new business efforts, participate in audits, and take on stretch projects for career growth
Requirements
- 2+ Years of experience in a Property & Casualty brokerage environment.
- Knowledge of Property & Casualty business.
- Ability to follow process and procedures guidance.
- Analytical and problem-solving abilities.
- Ability to display tact and poise under pressure when working through issues.
- Good communication, interpersonal, and negotiation skills.
- Ability to work efficiently in teams.
- Hold Insurance licenses as required by the Company.
Benefits
- Comprehensive risk management advice
- Insurance and reinsurance placement
- Employee benefits
- Private client services
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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