Account Manager | Property & Casualty

CBIZ•Kansas City, MO

1d•Hybrid

About The Position

The Account Manager is responsible for delivering exceptional client service to a portfolio of middle market commercial insurance accounts, typically generating $10K+ in annual revenue. This role supports a diverse client base across industries such as nonprofit, commercial real estate, and construction. The Account Manager serves as a primary point of contact, ensuring proactive service delivery, strong client relationships, and effective coordination with internal teams and carrier partners. Experience with bonding/surety is a plus.

Requirements

High School Diploma or GED required
3 to 5 years customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Must be able to travel based on client and business needs

Nice To Haves

Bachelor's degree
Experience working with clients in nonprofit, commercial real estate, and/or construction industries
Exposure to or experience with bonding/surety (highly preferred)
Active insurance license (as required by state regulations)

Responsibilities

Provide day-to-day service delivery and account management to an assigned book of middle market commercial insurance clients
Serve as a dedicated, outward-facing resource with direct client contact; build and maintain strong relationships with employer/group clients
Act as the primary point of contact for overall service delivery, ensuring timely and accurate responses to client needs
Resolve moderately complex client service issues, considering financial risk, technical requirements, and urgency
Represent clients internally and collaborate with producers, carriers, and internal service teams to implement programs, complete projects, and address ongoing service needs
Coordinate and support new business onboarding, renewals, and open enrollment processes
Facilitate employee communications and enrollment materials as needed
Input and maintain accurate client and policy data within agency management systems and carrier/vendor platforms
Escalate client concerns appropriately and partner with leadership to ensure resolution
Assist in preparing for and participating in client meetings, including stewardship and renewal presentations
Develop and maintain strong relationships with carrier partners and vendors
Stay informed on industry trends, market conditions, and applicable legislation; communicate relevant updates to clients
Identify opportunities to expand client relationships through additional lines of coverage, including property & casualty and bonding solutions
Ensure compliance with internal controls, procedures, and service standards
Provide guidance and mentorship to less experienced team members as needed