Position Summary

This position is responsible for development, communication, and service needs for our Construction client companies and for retaining large, complex accounts through relationship management.

Location: Remote – This position is open to candidates residing anywhere within the United States.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

What You’ll Be Responsible For

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator.

• Independently manages client relationships and accounts up to $1MM in volume revenue.

• Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests.

• Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.

• Manage the onboarding process of new clients.

• Manage the marketing process for prospect companies.

• Prepare and review client communications and finalize for delivery.

• Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.

• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.

• Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.

• Perform thorough contract reviews for clients.

• Perform database file management and input information. Accurately manage and maintain documents in agency management systems.

• Provide training to Account Coordinators.

• May manage Account Coordinators and Account Assistants.

• May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)

• Perform other duties and special projects as assigned.