P&C Licensed Lead Account Manager

The Lead Account Manager is responsible for managing and supporting client relationships, ensuring the accurate and timely delivery of solutions and services, and partnering with senior account leaders to support account outcomes. This role requires strong communication skills, the ability to understand client needs, and a proactive approach to building client partnerships.

What will be my duties and responsibilities in this job? 

• This role is primarily focused on account support and service delivery and operates under the guidance of senior account or sales leadership.
• Serve as a support point of contact for assigned client under the guidance of senior account executives to collect and verify client information and documentation needed to process insurance requests (applications, claims, policy changes, renewals).
• Review submitted forms for accuracy and completeness; follow up with clients, agents, or brokers for missing information as needed.
• Assist with client onboarding, account setup, and day-to-day service needs.
• Monitor client accounts to ensure accuracy, timely delivery of services, and fulfillment of commitments.
• Support the preparation of presentations, proposals, and reporting materials for clients.
• Gather client feedback and escalate concerns to senior team members as needed.
• Collaborate with internal teams (sales, operations, finance, marketing, product) to ensure smooth execution of client deliverables.
• Learn and apply account management best practices, including identifying opportunities to support account retention and growth in partnership with senior account leaders.

What are the requirements needed for this position? 

• Bachelor’s degree in Business, Marketing, Communications, Finance, or a related field or equivalent experience.
• 3-5 years of progressive experience in account management, sales support, customer service, or client-facing roles.
• Strong interpersonal and communication skills (written and verbal).
• Highly organized with attention to detail and follow-through.
• Proficiency in Microsoft Office Suite
• Experience supporting account objectives and contributing to revenue and retention goals.
• Strong presentation, negotiation, and relationship-building skills.

What other skills/experience would be helpful to have? 

• Understanding of commercial lines industry

• Ability to manage complex accounts and multi-stakeholder relationships.
• Strong analytical and problem-solving skills.
• Comfort working in a fast-paced, target-driven environment.

What are the working conditions and physical requirements of this job?  

This position requires incumbents to regularly sit at a desk and operate standard office equipment such as a computer and phone.The incumbent is occasionally required to stand and walk, lift, carry and/or move up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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