Account Manager, Insurance - Houston, TX

American Global; The Woodlands (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

401k with above-average employer match

Leadership training and support

Work/Life Balance (Summer Fridays, etc

Job summary

American Global is seeking an Account Manager to join our Insurance team in Houston or Dallas, TX. You will be the primary day-to-day client contact, coordinating services, presenting tailored solutions, and supporting renewal strategy with internal teams.

The role requires strong communication, risk analysis, and knowledge of property and casualty insurance. Travel to client sites and meetings may be required; a license and ongoing CE are expected.

Qualifications

• Strong time management and prioritization abilities.
• Detail oriented with problem-solving mindset.
• Excellent written and verbal communication skills.
• Solid knowledge of property and casualty insurance fundamentals.

Responsibilities

• Serve as primary day-to-day client contact; manage client service needs and present solutions.
• Coordinate client services with account management team; conduct claims reviews, training, and renewal strategy meetings.
• Analyze client risk profiles and develop marketing strategies with team and client.
• Review and analyze client documents (quotes, binders, policies, endorsements) for improvements.
• Cultivate carrier relationships to enhance visibility in the construction insurance market.
• Participate in off-site carrier, client, and prospect meetings as required.

Skills

Time management

Attention to detail

Problem solving

Communication skills

Property & casualty

Tools

Applied Epic

Microsoft Office

Adobe Pro

Job description

About the Role

We are seeking a skilled Account Manager to join our dynamic Insurance team in Houston or Dallas, TX.

Key Responsibilities Include

• Serve as primary day-to-day client contact; Manage client service needs; Present custom solutions to clients and prospects in a clear and professional manner
• Communicate client needs to account management team and coordinate client services, including but not limited to:
• Claims reviews
• Insurance training
• Kick of meetings
• Stewardship meetings
• Renewal strategy meetings
• Analyze client risk profile and develop marketing strategy with team and client
• Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement
• Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace
• Participate in off-site carrier, client, and prospect meetings as required
• Conduct research, compiles information into presentation format
• Assist with training and overseeing Account Associates
• Review, analyze, process and follow-up with clients regarding:
• Complex endorsements
• Subcontractor certificate/endorsements
• Policy audits
• Notices of cancellation
• Invoice collections
• Unit stat cards
• Final renewal letter request
• Final proposal of insurance
• Renewal exposure
• Coverage quotes
• Proposals of insurance
• Premium finance quotes and agreements
• Certificate checklist and special account handling instructions
• Client claim reviews
• Fee agreements
• Premium allocations
• Experience modification analysis and projections
• Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding
• Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)
• Identify key individuals within the client's organization and build and maintain effective and sustainable relationships
• Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service.
• Provide backup for other team members during their absence
• Maintain insurance license & CE requirements
• Additional responsibilities as required

Skills & Experience That Lead to Success:

• Time management and ability to prioritize work
• Attention to detail
• Problem solving skills
• Professional written and verbal communication
• Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
• Strong technical property and casualty knowledge, typically 2 to 5 years industry experience.

Additional/Preferred Qualifications:

• Valid driver's license and reliable transportation required
• Ability to travel as required

What You Can Expect From Us:

• Comprehensive Benefits Package
• Collaborative and innovative environment
• Culture of continuous learning and professional development
• Competitive salary package (commensurate with experience)
• 401k with above-average employer match of up to 5% of your salary
• Leadership training and support
• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
• Education and Student Loan Assistance

American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail].

The salary range for this position (intended for U.S. applicants) will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

Who We Are

American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.

We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.

Are you ready to be a part of our story?