Account Manager

AXIS•Alpharetta, GA

21d•Onsite

About The Position

This job serves as a critical link between clients and the insurer, focusing on client retention and risk assessment support. It involves managing policy renewals, cross-selling coverages, and ensuring service excellence. The job requires adherence to underwriting guidelines and the development of junior staff within the Underwriting Support Account Manager sub-family. The Account Manager is responsible for delivering high-quality and efficient service to both internal and external clients, serving as a critical partner to the underwriting teams and placing brokers. Working closely with the Senior Account Manager (Sr.AM) and underwriting teams, the AM focuses on maintaining service excellence, managing the book of business, and achieving key metrics in retention, profitability, and growth. Leveraging expertise in Property & Casualty (P & C) commercial insurance, the AM contributes to the company's overall success by building and maintaining relationships with underwriters and brokers, ensuring exceptional customer service, and facilitating new account marketing and renewal retention efforts.

Requirements

High school diploma or equivalent required.
Minimum of 2+ years’ experience in the commercial insurance industry as an Account Manager or equivalent insurance experience is required.
Solid understanding of Property and Casualty insurance coverage is necessary.
Proficient in written and verbal communication, capable of independently interacting with internal and external business partners such as brokers on behalf of Operations and Underwriting.
Experience with Microsoft Office Suite (Word, Excel, and Outlook), or similar software is necessary.
Strong aptitude for learning new computer/software programs is required.
Strong customer service skills and professional attitude are required.

Nice To Haves

Undergraduate degree in business, finance, or related field preferred, but not required.
Completion of professional development coursework in the industry is preferred.

Responsibilities

Perform advanced administrative tasks related to new and renewal business, including policy binding, issuance, and endorsements.
Review policy documents for accuracy and compliance with regulatory standards.
Identify opportunities for process improvement and efficiency enhancement within service delivery and underwriting operations.
Acts as a key point of contact for brokers and clients, addressing inquiries, providing updates, and ensuring exceptional customer service.
Cultivate and nurture relationships with key broker contacts and decision-makers through regular communication and engagement.
Provide guidance and mentorship to junior team members, fostering a collaborative and supportive work environment.
Maintain accurate records of policy and underwriting data, ensuring timely input and retrieval as needed.
Utilize diary systems to track and manage information flow and deadlines effectively.
Review underwriting documents and policies for accuracy and compliance with company guidelines and regulatory requirements.
Review underlying policies and endorse changes as needed.
Adhere to compliance standards and maintain accurate account files and underwriting documentation.
You may also be required to take on additional duties, responsibilities, and activities appropriate to the nature of this role.