Senior Account Manager - Remote Insurance & Renewals

Colonial Group; Washington (District of Columbia); On-site; USD 90,000 - 140,000; Full time

Job summary

Colonial Group is seeking an experienced account professional to manage a larger book of business and oversee service for assigned customers and policies. You will support and may lead a service team with oversight from senior leadership.

The role emphasizes renewal strategy, market analysis, and coordinating with producers to deliver accurate proposals, bind coverage, and ensure client satisfaction.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Eight or more years of related work experience.
• Valid Insurance License; CE requirements must be met for license renewal.
• Knowledge of insurance marketplace and lines of insurance for assigned book.

Responsibilities

• Supports experienced Account Executives on large accounts; may manage assigned accounts.
• Initiates renewal process and discusses renewal strategy with leadership.
• Analyzes exposures and develops renewal or new business specs for marketing.
• Markets, negotiates rates, reviews quotes and coverages for competitiveness.
• Reviews policy to determine coverage and identify deficiencies.
• Prepares summaries and schedules of coverage for clients and delegates.
• Finalizes proposals with service team and leadership; prepares binders.
• Binds insurance coverage and prepares binders or certificates.
• Reviews policies for accuracy; ensures contract compliance.
• Manages client accounting history; resolves inquiries and receivables.
• Coordinates claims process for assigned accounts with claims staff.
• Notifies producer/service team of info affecting client retention.
• Prepares to meet with clients as needed; mentors staff as directed.
• Ensures timely collection of fees; reconciles and resolves balances within 60 days.
• Maintains data integrity in agency management system.
• Performs other duties as assigned.

Skills

Superior verbal and written

Advanced planning and organization

Insurance marketplace knowledge

Supervise and lead staff

Team collaboration

Excellent customer service

Leadership and time management

Microsoft Office Suite

Education

Bachelor's Degree or equivalent

8+ years related experience

Insurance license

Continuing Education requirements

Job description

Colonial Group is seeking an experienced account professional to manage a larger book of business and oversee service for assigned customers and policies. You will support and may lead a service team with oversight from senior leadership.

The role emphasizes renewal strategy, market analysis, and coordinating with producers to deliver accurate proposals, bind coverage, and ensure client satisfaction.