Account Manager

Department: Major Accounts

Job Summary 

Responsible for the daily account servicing activities of Clients, including new and renewal business processes.  Serves as the procedural and technical resource for the Service Team and is involved in retention of business, rounding of accounts and Client meetings as directed by the Account Executive.

Principal Responsibilities 

• Assists in the management and retention of the assigned book of business; meets with Clients and ensures that all needs/requirements are met. 
• Pursues new opportunities including rounding of accounts for all lines of coverage available in current book.
• Participates in Renewal Marketing Strategy meetings with Account Executive and Producer.
• Prepares Renewal Submissions to Insurance Carriers and follows up to ensure timely receipt of quotations.
• Negotiates Renewal Terms and Conditions with Insurance Carrier.
• Prepares Renewal Proposals using approved Standard Documents.
• Oversees renewal Binding instructions to Carrier(s).
• Reviews complex C