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The Account Manager is the operational backbone of the brokerage practice. This role owns the day-to-dayworkflow on assigned accounts: managing the renewal timeline, preparing submissions, building proposals, coordinating with carriers, and serving as the primary day-to-day client contact.
The Account Manager works under the Director and partners with the CSR on transactional execution.
Core Responsibilities• Own the workflow and timeline on every assigned account or deal. Ensure nothing falls through the cracks between client communication, carrier coordination, and internal handoffs.
• Draft submission emails and marketing packages for accounts over $50,000 in premium. Ensure submissions are complete,professional, and strategically targeted.
• Compile carrier quotes and build comparison analyses. Identify coverage differences, exclusions, and pricing variances.
• Prepare insurance proposals using the standard template. Include all required components: rate analysis, coverage detail,recommendations, and payment options.
• Serve as the primary day-to-day contact for assigned clients. Respond to all inquiries within one business day.
Commercial Brokerage Responsibilities• Manage the 120-day renewal process end-to-end for assigned accounts. Hit every milestone on the renewal timeline.
• Contact incumbent carriers at Day 120. Assess pricing expectations, appetite changes, and any open recommendations.
• Prepare the renewal strategy meeting agenda. Compile market data, incumbent feedback, and exposure change analysis.
• Load or oversee the loading of renewal applications. Coordinate with the CSR to ensure applications are accurate and complete.
• Follow up with carriers on quote status. Provide clients with a status update at Day 30.
• Coordinate binding, certificate issuance, and agency management system setup upon receiving the bind order.
Qualifications• Active property and casualty insurance license (or ability to obtain within 90 days).
• 3–7 years of commercial insurance experience, preferably with exposure to middle-market accounts. Brokerage / agency experience preferred but will consider carrier experience.
• Strong analytical skills with attention to detail. Comfortable working with premium calculations, rate analysis, and exposuredata.
• Excellent organizational and project management skills. Able to manage multiple concurrent accounts and deadlines.
• Professional written and verbal communication skills.
• Familiarity with agency management systems andsubmission platforms.