Overview In this role you will manage a book of Mid-Market to Large/Complex accounts, serving as the main client contact and shaping renewals, submissions, and carrier negotiations. You will lead meetings, client interactions, and program design with guidance from the Account Executive, while supporting new business and onboarding. You will proactively identify client problems, coordinate marketing submissions, and ensure accurate policy and premium details. This position offers team leadership opportunities and a chance to influence department strategy within a growth oriented, client driven firm.
Compensation / Benefits- Annual Performance Bonus
- Stock Purchase
- Medical Plans
- Dental
- 401(k)
- Paid Time Off
Responsibilities- Serve as day-to-day contact for client requests across a mixed book of Mid-Market and Large/Complex accounts, under direction from the Account Executive
- Prepare or delegate renewal materials (premium, loss summaries, exposures, coverage comparison, premium and rate)
- Own meeting facilitation, client interactions, negotiations, technical analysis, and program design with minimal AE oversight
- Support in winning new business and assist AE with client onboarding
- Anticipate client problems and provide proactive solutions
- Create marketing submissions using the client workbook under AE direction and manage carrier negotiations
- Receive quotes, review accuracy and coverages, populate proposals, and route to AE for finalization
- Receive policies, issue instructions to COE, monitor changes during negotiations, and process policies if needed
- Perform premium allocations, template preparation for surplus lines and COE approvals, certificate requests, basic contract reviews, endorsements, and audits on expired/non-renewed policies
- In needed, act as team lead/mentor for other Account Managers and align with Commercial Lines Leader on strategy and performance
Key requirements- 5+ years of applicable insurance experience; construction experience preferred
- Ability to work within AMS and maintain data completeness
- Strong organizational skills and ability to work independently on special projects
- Proven ability to build underwriter and client relationships
- Ability to delegate appropriately
- MS Office proficiency (PowerPoint, Outlook, Word, Excel)
- Holding or pursuing formal specialty designation (ARM, CPCU, or industry-specific) preferred
- Some travel up to 30% depending on book/industry
- Strong written and verbal communication skills
- Professionalism
- Client relationship management
- Agility/flexibility
- Interpersonal skills
- MS Office Suite (PowerPoint, Outlook, Word, Excel)
- AMS data management
