Account Manager
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Job Description
Account Manager managing delivery of strategic risk solutions for Energy team. Focused on client retention, growth, and supporting sophisticated client relationships.
Responsibilities:
- Serve as a key point of contact for client service activities, ensuring timely and accurate execution of deliverables.
- Assist clients in understanding their risk programs and help align services with their business needs.
- Analyze client exposures and historical data to support strategy development.
- Prepare client-facing materials, including proposals, analytics, and service plans.
- Support senior team members in placement activities, including data gathering, submission preparation, and quote review.
- Lead or support the renewal process, including data collection, proposal review, and client presentations.
- Respond to client inquiries and coordinate with internal teams to resolve service issues.
- Manage day-to-day service transactions for assigned accounts, including documentation, invoicing, and coordination of deliverables.
- Review contracts and other documents to identify risk-related considerations.
- Maintain confidentiality and comply with company policies and regulatory requirements.
- Obtain and maintain required state licensing.
- Participate in professional development and training activities.
Requirements:
- Required Bachelor’s degree (Business, Risk Management, or related field) or equivalent experience.
- Minimum 5 years in commercial insurance, brokerage, or risk advisory roles.
- State broker license(s) active or obtainable.
- Strong relationship-building, communication, and problem-solving skills.
- Proficiency in Microsoft Office Suite.
- Professional designations (CPCU, ARM) preferred.
- Preferred: Experience with industry platforms such as ImageRight or AMS360.
Benefits:
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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