CL Account Manager | Homebuilders

Insurance Journal; Alpharetta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Oakbridge Insurance is seeking an Account Manager to support the Homebuilder Division's book of small commercial and middle-market accounts, serving residential homebuilders and construction-related businesses. You will ensure client records are accurate, renewals processed timely, endorsements handled, and communications clear.

Collaborate with Producers, Carriers, and underwriters to deliver exceptional service and maintain strong client relationships.

Qualifications

• Active Property & Casualty license required.
• Strong communication and relationship-building skills.
• Attention to detail with ability to manage priorities.

Responsibilities

• Manage day-to-day servicing of a book of small commercial and middle-market accounts for residential homebuilders and construction-related businesses.
• Serve as a primary contact for clients on routine service needs.
• Process and coordinate Certificates of Insurance, endorsements, policy changes and renewals.
• Review policies and carrier correspondence for accuracy.
• Collaborate with carriers and underwriters to resolve client issues and service requests.
• Support renewals by gathering information and coordinating renewal proposals.
• Maintain accurate client information in EPIC AMS.
• Assist producers with new business and renewal activity as needed.
• Develop understanding of exposures unique to residential homebuilders.

Skills

Communication

Customer service

Relationship management

Attention to detail

Prioritization

Problem solving

Independent work

Teamwork

Education

3+ years commercial lines experience

Tools

EPIC AMS

Applied Epic

Microsoft Office

Job description

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance

#ZR

The Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes for the Homebuilder Division's book of small commercial and middle-market accounts, serving residential homebuilders and construction-related businesses. This individual ensures that client records are accurate, renewals are processed timely, endorsements are handled efficiently, and client communications are clear and professional. The AM collaborates closely with Producers, Carriers, and underwriters to deliver exceptional service and maintain strong client relationships within Oakbridge's specialized homebuilder practice.

Work Performed

• Manage day-to-day servicing of a book of small commercial and middle-market accounts for residential homebuilders and construction-related businesses
• Serve as a primary point of contact for clients on routine service needs
• Process and coordinate Certificates of Insurance, endorsements, policy changes, renewals and other client requests
• Review policies, endorsements and carrier correspondence for accuracy
• Work directly with carriers and underwriters to resolve client issues and service requests
• Support renewals by gathering information, reviewing exposures, obtaining updated applications and coordinating renewal proposals
• Maintain accurate and up-to-date client information and activities within EPIC AMS
• Assist producers with new business and renewal activity as needed
• Develop a working understanding of the insurance exposures unique to residential homebuilders

• Active Property & Casualty Insurance License (required)
• Excellent communication, customer service and relationship management skills
• Strong attention to detail with the ability to manage competing priorities
• Proactive problem-solving and analytical abilities
• Comfortable working independently and as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Office, Outlook)

Preferred Education & Experience

• 3+ years experience with commercial lines insurance is preferred, but not required
• Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
• Understanding of agency workflows and procedures