Senior Account Manager - P&C

MORETON & COMPANY • Meridian, ID

10d • Onsite

About The Position

The Senior Account Manager is responsible for strategically managing and retaining a significant book of complex commercial property and casualty (P&C) clients. The role provides high-level client service and risk management guidance while supporting new business development, working independently with minimal supervision. The position also performs other duties as assigned.

Requirements

• At least 5 years of experience in Commercial P&C insurance.
• Active P&C license.
• Extensive knowledge of P&C policies, coverages, market trends, and risk management principles.
• Strong communication, negotiation, analytical, and problem-solving skills.
• Two professional designations, such as CIC, CPCU, or CRIS equivalent.
• Proficiency with insurance management software, such as Applied Epic, and Microsoft Office.

Responsibilities

• Serve as the primary point of contact for clients, build strong relationships, resolve complex issues, and promote high client satisfaction.
• Conduct exposure analysis and risk assessments, and collaborate with clients on insurance strategies and solutions.
• Lead marketing for renewals and new business, negotiate terms with carriers, review quotes, and present proposals.
• Oversee the accurate setup, processing, and delivery of policies, endorsements, and certificates.
• Guide clients through loss reporting, provide ongoing support, and assist with claims management.
• Identify and pursue account-rounding, cross-selling, and referral opportunities.
• Maintain accurate client data and policy details in agency management systems.
• Collaborate with internal teams, including producers and service staff, and external partners, including carriers and vendors.
• Perform other duties as assigned.

What This Job Offers

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