Account Manager - Charlotte, NC

American Global • Charlotte, NC

10h

About The Position

American Global is seeking an Account Manager to join its Insurance team in Charlotte, North Carolina. The role serves as the primary day-to-day contact for clients, manages service needs, coordinates insurance services, and presents tailored solutions to clients and prospects. The Account Manager analyzes client risk profiles and documents, develops marketing strategies with the team and clients, and supports insurance coverage renewals and binding. The position also involves building relationships with clients and carriers, conducting data analysis, and assisting with the training and oversight of Account Associates.

Requirements

• Strong time-management skills and ability to prioritize work.
• Attention to detail.
• Problem-solving skills.
• Professional written and verbal communication skills.
• Proficiency in Applied Epic, Microsoft Office products, and Adobe Pro systems.
• Strong technical property and casualty insurance knowledge.
• Typically 2 to 5 years of industry experience.

Nice To Haves

• Valid driver's license and reliable transportation.
• Ability to travel as required.

Responsibilities

• Serve as the primary day-to-day client contact and manage client service needs.
• Present custom solutions to clients and prospects clearly and professionally.
• Communicate client needs to the account management team and coordinate services such as claims reviews, insurance training, kickoff meetings, stewardship meetings, and renewal strategy meetings.
• Analyze client risk profiles and develop marketing strategies with the team and client.
• Analyze client documents, including quotes, binders, policies, and endorsements, and recommend improvements or amendments.
• Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace.
• Participate in off-site carrier, client, and prospect meetings as required.
• Research and compile information into presentation format.
• Assist with training and overseeing Account Associates.
• Review, analyze, process, and follow up with clients on complex endorsements, subcontractor certificates and endorsements, policy audits, notices of cancellation, invoice collections, unit stat cards, final renewal letter requests, final insurance proposals, renewal exposures, coverage quotes, proposals of insurance, premium finance quotes and agreements, certificate checklists, special account handling instructions, client claim reviews, fee agreements, premium allocations, and experience modification analysis and projections.
• Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance after binding.
• Conduct in-depth data analyses of exposures, losses, premiums, rates, collateral, experience modifications, and deductible levels.
• Identify key individuals within client organizations and build and maintain effective, sustainable relationships.
• Maintain ongoing communication with clients and industry partners to ensure a high level of customer service.
• Provide backup for other team members during their absence.
• Maintain insurance license and continuing education requirements.
• Perform additional responsibilities as required.

Benefits

• Comprehensive benefits package.
• Collaborative and innovative work environment.
• Continuous learning and professional development.
• 401(k) with employer match of up to 5% of salary.
• Leadership training and support.
• Work-life balance offerings, including Summer Fridays, flexible work arrangements, and mental health services.
• Education and student loan assistance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed