Analysis Skills, Business Support, Contract Review, Customer Relations, Data Collection, Data Processing, Develop and Maintain Customers, Documentation, Energy Management, Industry/Trade Analysis, Insurance, Market Trend Analysis, Negotiation Skills, Onboarding, Professional Services, Proposal Development, Proposal Writing, Sales Management
As an Account Manager, you will partner with Account Executives and team members to support and manage an Energy portfolio. You will play a key role in delivering high-quality service, building client relationships, and driving day-to-day account management activities while developing technical expertise in commercial insurance. Depending on experience level, you will take on increasing ownership of accounts, client interactions, and strategic responsibilities.
Key Responsibilities
- Support the management of an assigned book of Energy accounts in partnership with senior team members
- Build and maintain strong client, carrier, and internal relationships through responsive, professional service
- Serve as a day-to-day contact for client needs, demonstrating discretion, accountability, and a proactive mindset
- Assist with renewal processes, including data gathering, submission preparation, and proposal development
- Review policies, quotes, binders, and endorsements for accuracy and completeness
- Coordinate with carriers to support quoting and renewal negotiations
- Support new business onboarding, including account setup and documentation collection
- Assist with preparation of client-facing materials, reports, and presentations
- Maintain accurate account documentation and policy records throughout the lifecycle
- Contribute to contract reviews and support coverage analysis
- Stay informed on industry trends and market developments impacting clients