Account Manager - Charlotte, NC
About The Position
American Global is seeking an Account Manager to join its Insurance team in Charlotte, North Carolina. The role serves as a primary day-to-day contact for clients, manages their service needs, and coordinates insurance and risk-management services with the account management team. The Account Manager analyzes client risk profiles and documents, develops marketing and renewal strategies, presents tailored solutions, and maintains relationships with clients, carriers, and other industry partners, particularly in the construction insurance marketplace. The role also involves processing and following up on a broad range of insurance matters, including endorsements, certificates, audits, cancellations, renewals, coverage quotes, proposals, premium finance, claims reviews, and policy binding. The Account Manager conducts data analysis, supports and trains Account Associates, provides team backup, and maintains required insurance licensing and continuing education. The position requires strong property and casualty insurance knowledge, organization, attention to detail, problem-solving, and professional communication. American Global describes its workplace as collaborative and innovative, with a culture of continuous learning and professional development. The company offers a comprehensive benefits package, competitive compensation, leadership training and support, and work-life balance programs.
Requirements
- Strong technical property and casualty insurance knowledge, typically with 2 to 5 years of industry experience.
- Time management skills and the 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.
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 client services, including claims reviews, insurance training, kickoff meetings, stewardship meetings, and renewal strategy meetings.
- Analyze client risk profiles and develop marketing strategies with the team and clients.
- Analyze client documents, including quotes, binders, policies, and endorsements, and recommend changes 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.
- Conduct research and compile information into presentation format.
- Assist with training and overseeing Account Associates.
- Review, analyze, process, and follow up with clients regarding complex endorsements, subcontractor certificates and endorsements, policy audits, notices of cancellation, invoice collections, unit stat cards, final renewal letter requests, final proposals of insurance, renewal exposure, coverage quotes, proposals of insurance, premium finance quotes and agreements, certificate checklists and 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, modification factors, and deductible levels.
- Identify key individuals within clients’ organizations and build and maintain effective, sustainable relationships.
- Maintain ongoing communication with clients and industry partners to provide 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.
- 401(k) with an above-average employer match of up to 5% of salary.
- Summer Fridays.
- Flexible work arrangements.
- Mental health services.
- Education and student loan assistance.
- Leadership training and support.
- Professional development and continuous learning.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
