Account Manager - Trust Accounts

SUMMARY

The Account Manager (AM) is a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with minimal supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides responsive support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives client retention and supports the growth of the business.


ESSENTIAL DUTIES AND RESPONSIBILITIES  

Initiates renewal process for existing clients, discusses renewal strategy with manager or lead;

Analyzes and compares current exposures, follows renewal or new business procedures for marketing;

Provides reports, reviews quotes and coverages for accuracy;

Reviews policies for accuracy and review contracts;

Prepares summaries and/or schedules of coverage for clients;

Provides mentoring and technical guidance to staff assisting with client needs or procedural issues;

Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication;

Notifies manager or leader of pertinent information related to client retention;

Meets with clients as needed or directed by manager or leader;

Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date;

Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS 

Bachelor's Degree or equivalent combination of education and experience

Four (4) or more years related work experience

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

In-depth insurance knowledge

Excellent verbal and written communication skills

Good leadership, problem solving and time management skills

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite



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