Dynamic Homebuilder Insurance Account Manager

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

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.