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Account Manager - Property & Casualty
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Full-time
- We are a diverse group of individuals focused on helping the area’s leading businesses manage their property and casualty insurance risks.
- The Commercial Account Manager will work with an assigned Producer to market and write new business, coordinate the details for the annual renewal, prepare materials for quarterly client meetings, ensure the flow of information to other departments as needed, maintain client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.
- Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure.
- Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to procedure.
- Respond to clients and account executive/producer requests in a timely, effective and professional manner.
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