Account Manager - P&C Insurance

Our client, a fast growing group within a global insurance company, is looking to add an Account Manager to their team. This individual will be working very closely with their Property and Casualty teams that service the growing Healthcare sector. This position will be primarily remote but offers the opportunity to work in the Boston office if someone would like.

This company has a great team environment and offers significant long term growth!

Client Relationship Management

Serve as the primary point of contact for assigned clients. Build and maintain strong client relationships through proactive communication and service. Conduct policy reviews and identify coverage needs, gaps, and opportunities.

Respond promptly to client inquiries regarding coverage, claims, billing, and policy changes.

Account Servicing

Manage all aspects of account administration, including policy issuance, endorsements, renewals, cancellations, and certificates of insurance. Prepare renewal submissions and marketing materials for insurance carriers. Review quotes, policy documents, and endorsements for accuracy and completeness.

Ensure compliance with agency procedures, carrier guidelines, and regulatory requirements. Renewal & Retention Coordinate annual renewal processes and timelines. Develop renewal strategies to maximize client retention.

Present renewal options and recommendations to clients. Address coverage concerns and negotiate solutions with carriers. Carrier & Underwriter Relations Maintain strong working relationships with insurance carriers and underwriters.

Negotiate pricing, coverage terms, and policy enhancements. Market accounts to obtain competitive insurance solutions for clients. Claims Support Assist clients with claim reporting and follow-up.

Coordinate with carriers and claims adjusters to facilitate resolution. Advocate for clients throughout the claims process when appropriate.

Business Development Support

Identify opportunities for cross-selling and upselling additional insurance products. Support producers in new business presentations and prospect meetings. Participate in client stewardship meetings and account reviews.

Qualifications

• Education Bachelor's degree preferred.
• High school diploma or equivalent required.
• Experience 3-5+ years of experience in Property & Casualty insurance account management, customer service, or related insurance roles.
• Experience working with commercial lines preferred.
• Experience with Epic or other Insurance based systems Agency or brokerage experience strongly preferred.