Account Manager

Jobtailor; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced Insurance Account Manager to serve as the primary client contact, manage service needs, and present tailored insurance solutions. The role involves coordinating with the account management team, conducting claims reviews, and supporting renewal strategies.

Responsibilities include risk analysis, document review, and building carrier relationships in the construction insurance marketplace, with travel for meetings as required.

Qualifications

• Time management and ability to prioritize work.
• Attention to detail.
• Problem-solving skills.
• Professional written and verbal communication.
• Proficiency in Applied Epic, Microsoft Office product suite, and Adobe Pro systems.
• Strong technical property and casualty knowledge.
• Typically 2 to 5 years of industry experience.
• Valid driver’s license and reliable transportation required.
• Ability to travel as required.
• Maintain insurance license and continuing education requirements.

Responsibilities

• Serve as primary day-to-day client contact and manage client service needs.
• Present custom solutions to clients and prospects.
• Communicate client needs to the account management team and coordinate client services.
• Coordinate claims reviews, training, kickoff, stewardship, and renewal strategy meetings.
• Analyze client risk profiles and develop marketing strategies with the team and client.
• Analyze client documents and recommend changes or amendments.
• Cultivate local carrier relationships in the construction insurance marketplace.
• Participate in off-site carrier, client, and prospect meetings as required.
• Conduct research and compile information into presentation format.
• Assist with training and overseeing Account Associates.
• Review and process endorsements, certificates, policy audits, notices of cancellation, renewals, quotes, and invoices.
• Bind insurance coverages, address binding subjectivities, and summarize proposals post binding.
• Conduct in-depth analyses of exposures, losses, premiums, rates, collateral, modifications, and deductibles.

Skills

Client Relationship Management

Property And Casualty Knowledge

Applied Epic Proficiency

Microsoft Office Suite Proficiency

Attention To Detail

Education

Insurance License

Tools

Applied Epic

Microsoft Office

Adobe Pro

Job description

• Serve as primary day-to-day client contact
• Manage client service needs
• Present custom solutions to clients and prospects
• Communicate client needs to the account management team and coordinate client services
• Coordinate claims reviews, insurance training, kickoff meetings, stewardship meetings, and renewal strategy meetings
• Analyze client risk profiles and develop marketing strategies with the team and client
• Analyze client documents and recommend changes or amendments
• Cultivate local carrier relationships in the construction insurance marketplace
• Participate in off-site carrier, client, and prospect meetings as required
• Conduct research and compile information into presentation format
• Assist with training and overseeing Account Associates
• Review, analyze, process, and follow up with clients regarding endorsements, certificates, policy audits, notices of cancellation, invoice collections, renewal materials, coverage quotes, proposals, premium finance agreements, claims reviews, fee agreements, premium allocations, and experience modification analysis
• Bind insurance coverages, address binding subjectivities, and convert insurance proposals to summaries post binding
• Conduct in-depth analyses of exposures, losses, premiums, rates, collateral, modifications, and deductible levels
• Identify key individuals within client organizations and build sustainable relationships
• Maintain ongoing communication with clients and industry partners
• Provide backup for other team members during absences
• Maintain insurance license and continuing education requirements
• Perform additional responsibilities as required

Requirements

• Time management and ability to prioritize work
• Attention to detail
• Problem-solving skills
• Professional written and verbal communication
• Proficiency in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
• Strong technical property and casualty knowledge
• Typically 2 to 5 years of industry experience
• Valid driver’s license and reliable transportation required
• Ability to travel as required
• Maintain insurance license and continuing education requirements

Core Competencies

Demonstrates strong client relationship management and communication skills while effectively analyzing client needs and developing tailored insurance solutions. Proficient in managing client service operations and maintaining industry knowledge to ensure compliance and effective risk management.

Highest-signal resume keywords

• Client Relationship Management
• Property And Casualty Knowledge
• Applied Epic Proficiency
• Microsoft Office Suite Proficiency
• Attention To Detail

ATS Optimization Keywords

Hard Skills

• Risk Analysis
• Insurance Proposal Development
• Claims Review
• Policy Audit
• Coverage Binding
• Marketing Strategy Development
• Endorsement Processing
• Experience Modification Analysis
• Insurance Training
• Document Analysis

Soft Skills

• Time Management
• Problem-Solving
• Professional Communication

Certifications & Qualifications

• Insurance License

Industry Keywords

• Construction Insurance
• Client Service
• Insurance Marketplace
• Carrier Relationships
• Continuing Education

Tools & Technologies

• Applied Epic
• Microsoft Office
• Adobe Pro