Account Manager – Property & Casualty

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Act as the main point of contact for a designated portfolio of Select Business commercial insurance accounts.

• Oversee daily service requirements, including policy modifications, endorsements, certificates of insurance, billing questions, audits, claims support, and inquiries regarding coverage.

• Engage in proactive account management to enhance client retention and satisfaction.

• Facilitate renewals by collecting underwriting data, marketing accounts when suitable, drafting proposals, and assessing coverage alternatives.

• Provide clients with guidance on commercial insurance coverages and risk management strategies.

• Foster relationships with clients, carriers, underwriters, and internal team members.

• Address client inquiries accurately and within established service standards and timelines.

• Review policies and endorsements, clarifying coverage details for clients.

• Identify coverage deficiencies and refer opportunities for additional products and services to Producers.

• Keep precise client records in agency management systems and carrier platforms.

• Assist with claims reporting and coordination.

• Monitor market trends, carrier appetites, industry developments, and relevant insurance offerings.

• Ensure adherence to agency protocols, carrier specifications, and regulatory requirements.

• Collaborate with Producers and other service team members.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• High School Diploma or GED is mandatory.

• 3 to 5 years of customer service experience within the insurance sector is required.

• Must possess and maintain the necessary licenses and certifications pertinent to the area of expertise.

• Excellent verbal and written communication skills at all organizational levels.

• Strong customer service abilities.

• Competent in using relevant technology.

• Capability to work both collaboratively in a team and independently.

• Willingness to travel as dictated by client and business needs.

• Active Property & Casualty Insurance License is required or the ability to secure one within a set timeframe.

• Experience in servicing small business commercial insurance accounts.

• Familiarity with commercial insurance coverages.

• Ability to manage a high-volume portfolio and prioritize multiple tasks effectively.

• Strong attention to detail and a commitment to precision.

• Proficient in Microsoft Office Suite and CRM technologies.

• A Bachelor's degree is preferred.

• 2+ years of experience in commercial insurance account management, customer service, or agency operations is preferred.

• Experience with agency management systems such as Applied Epic, Sagitta, or similar platforms is preferred.

• Professional designations are preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements.

• Collaborative and supportive work environment.