Account Manager | Property & Casualty

CBIZ•Alpharetta, GA

2d•Onsite

About The Position

The Account Manager manages day-to-day service delivery for an assigned portfolio of middle-market commercial property and casualty clients, including complex and multi-line accounts across a variety of industries. The role serves as the primary client service contact and builds trusted relationships with clients, carrier partners, and internal stakeholders. The Account Manager resolves moderately complex client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries. The role coordinates with Producers, Account Executives, carriers, and underwriting partners to deliver timely and accurate service; supports marketing and renewals; facilitates policy and certificate requests; and helps clients understand coverage options, industry trends, emerging risks, and regulatory developments. The position also identifies potential coverage gaps and additional insurance or risk-management opportunities for referral to Producers, represents clients internally, participates in client and carrier meetings, maintains accurate records, ensures compliance with applicable requirements, and provides guidance and training to less experienced service team members. The role requires travel based on client and business needs.

Requirements

High school diploma or GED required.
Three to five years of customer service experience in the insurance industry required.
Maintain current licenses and certifications required for the relevant field of expertise.
Ability to communicate verbally and in writing across all organizational levels, internally and externally.
Effective customer service skills.
Proficient use of applicable technology.
Ability to work both in a team environment and independently.
Bachelor's degree preferred.
Active Property & Casualty insurance license preferred.
Three or more years of commercial property and casualty insurance experience, preferably supporting middle-market accounts, preferred.
Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships, preferred.
Working knowledge of commercial insurance coverages preferred.
Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices preferred.
Experience with agency management systems such as Sagitta or similar platforms preferred.
Excellent communication, relationship-building, organization, and problem-solving skills preferred.
Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and client focus preferred.

Nice To Haves

Bachelor's degree.
Active Property & Casualty insurance license.
Three or more years of commercial property and casualty insurance experience, preferably supporting middle-market accounts.
Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships.
Working knowledge of commercial insurance coverages.
Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices.
Experience with agency management systems such as Sagitta or similar platforms.
Excellent communication, relationship-building, organization, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and client focus.

Responsibilities

Manage day-to-day service delivery for an assigned portfolio of middle-market commercial property and casualty clients, including complex, multi-line accounts across various industries.
Serve as the primary client service contact and build trusted relationships with clients, carrier partners, and internal stakeholders.
Resolve moderately complex service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries.
Coordinate with Producers, Account Executives, carriers, and underwriting partners to provide timely and accurate client service.
Support marketing and renewal processes by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons.
Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests within established service standards.
Conduct policy reviews and help clients understand coverage options, industry trends, emerging risks, and relevant regulatory developments.
Identify coverage gaps and generate client interest in additional insurance products and risk-management solutions, referring opportunities to Producers as appropriate.
Represent clients internally and coordinate resources for ongoing service needs, strategic initiatives, and special projects.
Participate in client meetings, renewal strategy discussions, stewardship meetings, and carrier meetings as needed.
Maintain accurate client records and documentation in agency management systems and carrier portals.
Ensure compliance with CBIZ policies, carrier requirements, internal controls, and industry regulations.
Develop and maintain relationships with insurance carriers, wholesalers, and vendor partners.
Provide guidance, mentorship, and training to less experienced service team members.
Travel based on client and business needs.