Account Manager – Property & Casualty
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Job Description
Account Manager serving small-business commercial insurance clients for CBIZ, a professional services and insurance advisor. Managing renewals, policies, claims, coverage questions, and client relationships.
Responsibilities:
- Serve as the primary client contact for an assigned book of Select Business commercial insurance accounts
- Manage day-to-day service needs, including policy changes, endorsements, certificates of insurance, billing inquiries, audits, claims assistance, and coverage questions
- Perform proactive account management to support client retention and satisfaction
- Coordinate renewals by gathering underwriting information, marketing accounts when appropriate, preparing proposals, and reviewing coverage options
- Advise clients on commercial insurance coverages and risk management solutions
- Build relationships with clients, carriers, underwriters, and internal team members
- Respond to client requests accurately and within service standards and timelines
- Review policies and endorsements and explain coverage details to clients
- Identify coverage gaps and refer opportunities for additional products and services to Producers
- Maintain accurate client records in agency management systems and carrier platforms
- Assist with claims reporting and coordination
- Monitor market conditions, carrier appetite, industry trends, and relevant insurance products
- Ensure compliance with agency procedures, carrier requirements, and regulatory standards
- Collaborate with Producers and service team members
- Perform additional responsibilities as assigned
Requirements:
- High School Diploma or GED required
- 3 to 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Strong verbal and written communication across all organizational levels
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in a team environment and independently
- Ability to travel based on client and business needs
- Active Property & Casualty Insurance License required or ability to obtain within a designated timeframe
- Experience servicing small business commercial insurance accounts
- Working knowledge of commercial insurance coverages
- Ability to manage a high-volume book of business and multiple priorities
- Strong attention to detail and commitment to accuracy
- Proficiency with Microsoft Office Suite and CRM technologies
- Bachelor's degree preferred
- 2+ years of commercial insurance account management, customer service, or agency experience preferred
- Experience with agency management systems such as Applied Epic, Sagitta, or similar platforms preferred
- Professional designations preferred
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