Account Manager - P&C Insurance

Daniel Roberts; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Daniel Roberts is seeking an Account Manager to support Property & Casualty clients in a fast-growing, global insurance setting. The role is primarily remote with optional Boston office presence, offering a strong team environment and long-term growth opportunities.

You will manage client relationships, collaborate with underwriting and claims teams, and help drive renewals, cross-selling, and service excellence across healthcare-related accounts.

Qualifications

• Bachelor's degree preferred.
• 3–5+ years in Property & Casualty account management or related roles.
• Experience with Epic or other insurance systems; agency/brokerage experience preferred.

Responsibilities

• 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.
• 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.
• 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.
• Market accounts to obtain competitive insurance solutions for clients.
• 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.

Skills

Client relationships

Account management

Renewals

Cross-selling

Communication

Insurance knowledge

Education

Bachelor's degree

Tools

Epic

Job description

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!

Key Responsibilities:

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.
• 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.