Property & Casualty Insurance Commercial Account Manager
Indexed description
Key Responsibilities
Client Relationship Management
- Serve as the primary point of contact for assigned clients
- Build and maintain long-term client relationships through proactive communication
- Conduct regular coverage reviews and risk assessments
- Ensure timely and accurate response to client inquiries and service requests
- Identify opportunities for cross-selling and upselling insurance products
- Develop and present insurance proposals and renewal strategies
- Manage policy renewals, endorsements, cancellations, and coverage changes in a timely manner
- Review policies for accuracy and completeness
- Coordinate with carriers to negotiate coverage terms and pricing
- Ensure compliance with agency procedures and regulatory requirements
- Educate clients on coverage options, exclusions, and risk management strategies
- Stay current on industry trends, carrier products, and underwriting guidelines
- Advocate for clients in claims coordination as needed
- Active Property & Casualty License
- Minimum two years of experience in P&C Account Management
- Microsoft Office
- Strong time management, attention to detail, and ability to prioritize multiple tasks
- Applied Epic
- Adobe
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