Commercial Lines Account Manager

Responsibilities

• Client Management:
• Supports the renewal process at the direction of the Producer or Account Executive by participating in strategy discussions, including market selection, claims reviews, and exposure gathering; assists in drafting exposure data, loss exhibits, submissions, and proposals.
• Manages a renewal book of business, handling submissions, proposals, and binding, while also obtaining loss runs or policy documents from carrier websites as needed.
• Day to Day Client Service:
• Maintains accurate system records by documenting communications and policy updates, processes audits and reports as received, and supports claims management by guiding clients through loss reporting and assisting with ongoing large claims.
• Client Accounting Responsibilities:
• Sets up policies in the system of record to accurately reflect billing details and requests invoices for agency bill policies in line with corporate guidelines; communicates with clients and Producers regarding aged A/R issues and initiates fund return requests as needed.
• Responds promptly to accounting inquiries, including carrier discrepancies, cash application, and other billing-related matters to ensure accurate financial processing.
• Successful Candidates Will Have:
• 2+ Years of experience in a Property & Casualty brokerage environment
• Active P&C insurance license
• Knowledge of Property & Casualty business
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Additional Information

Account Manager- Houston, Texas (On-Site) We're seeking an experienced Account Manager who will be responsible for managing daily client service needs for an assigned book of business, working alongside a Producer or Account Executive. The role involves frequent client communication, system updates, and ensuring data integrity while adhering to corporate processes and procedures. As a key member of the client team, the Account Manager also oversees third-party vendors involved with the account.

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Company Intel

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