CL Account Manager | Homebuilders

Oakbridge Insurance Agency • Alpharetta, GA

4d

About The Position

The Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes for the Homebuilder Division's book of small commercial and middle-market accounts, serving residential homebuilders and construction-related businesses. This individual ensures that client records are accurate, renewals are processed timely, endorsements are handled efficiently, and client communications are clear and professional. The AM collaborates closely with Producers, Carriers, and underwriters to deliver exceptional service and maintain strong client relationships within Oakbridge's specialized homebuilder practice.

Requirements

• Active Property & Casualty Insurance License (required)
• Excellent communication, customer service and relationship management skills
• Strong attention to detail with the ability to manage competing priorities
• Proactive problem-solving and analytical abilities
• Comfortable working independently and as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Office, Outlook)

Nice To Haves

• 3+ years experience with commercial lines insurance is preferred, but not required
• Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
• Understanding of agency workflows and procedures

Responsibilities

• Manage day-to-day servicing of a book of small commercial and middle-market accounts for residential homebuilders and construction-related businesses
• Serve as a primary point of contact for clients on routine service needs
• Process and coordinate Certificates of Insurance, endorsements, policy changes, renewals and other client requests
• Review policies, endorsements and carrier correspondence for accuracy
• Work directly with carriers and underwriters to resolve client issues and service requests
• Support renewals by gathering information, reviewing exposures, obtaining updated applications and coordinating renewal proposals
• Maintain accurate and up-to-date client information and activities within EPIC AMS
• Assist producers with new business and renewal activity as needed
• Develop a working understanding of the insurance exposures unique to residential homebuilders

Benefits

• 401k plan with immediate participation
• company match
• immediate 100% vesting
• Company-paid benefits include life insurance and short- and long-term disability
• strong health insurance plan
• many supplemental, voluntary offerings

What This Job Offers

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