Account Manager, Commercial Lines Small Market

Responsibilities

• Partner with Producer/AE to execute renewal strategies, including market selection, claims review, exposure gathering, and full lifecycle management of submissions through binding
• Own a portfolio of accounts, developing high-quality submissions, proposals, loss exhibits, and supporting placement execution
• Act as primary day-to-day client contact, handling inquiries, policy changes, endorsements, and coordinating service delivery with internal teams and vendors
• Drive operational execution: certificates, invoicing, policy/audit processing, documentation, and maintaining accurate system-of-record data and compliance standards
• Support risk and claims management, including basic contract review, loss reporting guidance, and ongoing large-claim coordination
• Manage client accounting functions: billing setup, agency bill invoicing, A/R follow-up, discrepancy resolution, and cash application support
• Strengthen carrier/wholesaler partnerships to optimize market access, negotiate favorable terms, support retention and new business goals, and uphold compliance and corporate initiatives
• Successful Candidates Will Have:
• 2+ Years of experience in a Property & Casualty brokerage environment. Knowledge of Property & Casualty business.
• Ability to follow process and procedures guidance.
• Analytical and problem-solving abilities.
• Ability to display tact and poise under pressure when working through issues.
• Good communication, interpersonal, and negotiation skills.
• Ability to work efficiently in teams.
• Hold, or willing to obtain, Insurance licenses as required by the Company.
• Physical Demands and Work Environment:
• The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.
• Pay Range:
• $61,800 - $75,000 Annual
• The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Additional Information

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account.

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Company Intel

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