Senior Account Manager - P&C

Moreton & Company; Meridian (ID); On-site; USD 70,000 - 110,000; Full time

Job summary

Moreton & Company in Meridian, Idaho is seeking an experienced Commercial P&C professional to manage a significant book of complex clients. You will act as the primary contact, provide risk management guidance, and support new business development.

This role requires independence, strong communication, and deep P&C knowledge. The candidate should have an active P&C license, at least 5 years of experience, and hold CIC/CPCU/CRIS designations.

Qualifications

• 5+ years of experience in Commercial P&C insurance.
• Active P&C License required.
• Two professional designations CIC, CPCU or CRIS equivalent.

Responsibilities

• Develop and maintain strong client relationships to ensure high satisfaction.
• Perform risk analyses and collaborate with clients on insurance strategies.
• Lead marketing for renewals and new business; negotiate terms with carriers.
• Oversee policy administration, endorsements, and certificates.
• Guide loss reporting, claims support, and ongoing client service.
• Identify opportunities for account growth and cross-selling.
• Maintain accurate client data in agency systems and collaborate with internal teams.

Skills

Relationship management

Risk analysis

Negotiation

Client service

Education

CIC/CPCU/CRIS designation

Tools

Applied Epic

Job description

SUMMARYResponsible for the strategic management and retention of a significant book of complex commercial P&C clients, providing high-level service, risk management guidance, and supporting new business development, working independently with minimal supervision.ESSENTIAL FUNCTIONS & RESPONSIBILITESClient Relationship Management: Serve as the primary point of contact, building strong relationships, resolving complex issues, and ensuring high client satisfaction.Risk Management & Analysis: Conduct thorough exposure analysis, risk assessments, and collaborate with clients to develop appropriate insurance strategies and solutions.Marketing & Placement: Lead the marketing process for renewals and new business, negotiating terms with carriers, reviewing quotes, and presenting proposals.Policy Administration: Oversee the accurate setup, processing, and delivery of policies, endorsements, and certificates.Claims Support: Guide clients through loss reporting, provide ongoing support, and assist with claims management.Account Growth: Identify and pursue opportunities for account rounding, cross-selling, and referrals.System Management: Maintain accurate client data and policy details in agency management systems.Collaboration: Work with internal teams (producers, service staff) and external partners (carriers, vendors).Performs other duties as assigned.QUALIFICATIONSMinimum 5+ years of experience in Commercial P&C insurance.Active P&C License required.Extensive knowledge of P&C policies, coverages, market trends, and risk management principles.Strong communication, negotiation, analytical, and problem-solving skills.Must have 2 professional designation CIC, CPCU or CRIS equivalentProficiency with insurance management software (e.g., Applied Epic) and MS Office.PHYSICAL DEMANDSThe employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/ or move up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.