Commercial Lines Account Manager

Seeking a remote NY P&C licensed Commercial Lines AM for a national private retail that can work remotely or hybrid. (This is an opportunity to be trained into this vertical of M&A/Private Equity)

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.

Key Responsibilities:

• Client management:
• At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
• Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.
• Day-to-Day Client Service:
• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
• Submitting and managing changes to the carrier per the client’s request
• Update the system of record to properly reflect conversations, communications and policy documentation
• Processing of monthly, quarterly or annual audits and monthly reports as received
• Handling contract reviews that are not complex in nature
• Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
• Carrier & Wholesaler Relationships
• Align with our partner carriers and intermediaries so that renewals are placed with ideal markets