Account Manager responsible for managing daily client service needs in Property & Casualty brokerage. Handling renewals, claims management, and communication with clients and producers.
Responsibilities
Manage daily client service needs for a designated book of business
Participate in renewal strategy including discussion of markets to approach
Manage a renewal book of business, including creation of submissions
Provide support in drafting exposure gathering information
Handle daily questions or changes from the client
Work with Associate Account Manager or 3rd party vendor to issue Certificates and Invoices
Update the system of record to reflect conversations and policy documentation
Process monthly, quarterly, or annual audits and reports
Claims management; instruct clients to report notice of loss
Communication with Client and Producer regarding Aged A/R issues
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
Good communication, interpersonal, and negotiation skills
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