Account Manager, Insurance - Houston, TX

American Global • Spring, TX

18h

About The Position

American Global is seeking an Account Manager for its Insurance team in Houston or Dallas, Texas. The role serves as the primary day-to-day contact for clients, manages service needs, coordinates client services with the account management team, and presents tailored solutions to clients and prospects. The Account Manager analyzes client risk profiles and insurance documentation, develops marketing strategies with clients and colleagues, and supports renewal, coverage, claims, and policy processes. The position also involves building relationships with clients and insurance carriers, conducting data analysis and research, and assisting with the training and oversight of Account Associates. The role requires maintaining an insurance license and continuing education requirements, providing backup to teammates, and taking on additional responsibilities as needed.

Requirements

• Strong technical property and casualty knowledge, typically gained through 2 to 5 years of industry experience.
• Time management skills and ability to prioritize work.
• Attention to detail.
• Problem-solving skills.
• Professional written and verbal communication skills.
• Proficiency in Applied Epic, the Microsoft Office product suite, and Adobe Pro systems.
• 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 services such as claims reviews, insurance training, kickoff meetings, stewardship meetings, and renewal strategy meetings.
• Analyze client risk profiles and develop marketing strategies with the team and client.
• Analyze client documents, including quotes, binders, policies, and endorsements, and recommend changes or amendments.
• Cultivate local carrier relationships that 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, cancellation notices, 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 analyses of exposures, losses, premiums, rates, collateral, experience modifications, and deductible levels.
• Identify key individuals within client 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.
• Collaborative and innovative environment.
• Culture of continuous learning and professional development.
• Competitive salary package commensurate with experience.
• 401(k) with an above-average employer match of up to 5% of salary.
• Leadership training and support.
• Work/life balance offerings, including Summer Fridays, flexible work arrangements, and mental health services.
• Education and student loan assistance.

What This Job Offers

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