Client Account Manager

About This Role

The Client Account Manager is responsible for proactively managing the overall workflow for assigned books of business, handling all lines of commercial insurance for their accounts, and serving as the main contact for clients.

Responsibilities

• Serve as the main point of contact for the client, addressing general questions, providing guidance on appropriate coverage changes and/or contractual requirements, informing/educating clients on exclusions and exposures, preparing binders prior to expiration date, and resolving accounting discrepancies
• Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
• Plan, prioritize, and complete day-to-day workload, taking into account new business, renewal business, and day-to-day service responsibilities for assigned accounts in a timely manner, ensuring internal/external deadlines are met
• Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
• Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
• Process, delegate, and/or oversee audits, cancellation notices, endorsements, certificates, and policy checking
• Conduct all business in accordance with established policies and procedures
• May attend client meetings on or off site on occasion
• Perform other duties as assigned

Requirements

• 3+ years in commercial lines insurance
• Licensed in Arizona Property/Casualty (or ability to transfer existing license)
• Ability to effectively communicate, both written and verbally, to internal and external parties
• Excellent time management, organizational, and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers, and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint)

Nice to have:

• Some college or technical training in related discipline
• CIC, CPCU, CRM, CISR designations
• Previous EPIC experience