Account Manager, Commercial Risk Management- Construction

Account Manager Commercial Risk Management Construction Job Description

Position Summary

The Account Manager provides ongoing support and service to commercial property and casualty clients in partnership with Client Managers. This role is responsible for servicing existing accounts supporting renewals assisting with new business efforts and ensuring accuracy and efficiency across policy administration and client deliverables. The position is primarily internally focused with some client interaction and plays a key role in delivering a high-quality client experience while supporting revenue growth and operational excellence.

Key Responsibilities

Functional Leadership & Ownership

Support ownership of client service workflows and account management activities in partnership with Client Managers.

Act as a subject matter resource for policy servicing billing and claims-related processes.

Ensure accurate and timely handling of client and carrier needs.

Hands-On Execution & Delivery

Assist in the renewal process including gathering information ordering EMOD data preparing renewal files verifying quotes and generating proposals.

Prepare certificates binders auto ID cards and other client deliverables.

Manage policy changes documentation and follow-ups with carriers and clients.

Prepare invoices and maintain accurate records in agency management systems.

Reporting Quality & Operational Support

Maintain accurate account and policy data and audit policies for discrepancies.

Monitor placements with carriers and follow up as needed.

Resolve client carrier or administrative issues efficiently.

Cross-Functional Partnership & Integration

Collaborate with Client Managers Risk Managers and internal teams to support client needs.

Communicate renewal updates deadlines and key developments to stakeholders.

Growth Change & Special Initiatives

Support new business efforts by verifying quotes and assisting in proposal development.

Participate in special projects and provide backup support to team members as needed.

Process Improvement & Best Practices

Identify opportunities to improve workflows efficiency and client service delivery.

Stay informed on carrier offerings industry trends and best practices.

Accountability

Deliver accurate timely and high-quality client service and policy administration.

Maintain data integrity and compliance within agency systems.

Support seamless execution of renewals and client deliverables.

Build collaborative relationships across internal teams and with clients.

Demonstrate strong organization prioritization and problem-solving skills.

Qualifications

7 years of experience in a similar role within insurance risk management or financial services.

Property and Casualty license.

Strong proficiency with Microsoft Office and agency management systems.

Strong communication problem-solving and organizational skills.

Preferred

Associates degree or some college education.

Prior client service experience in a property and casualty insurance environment.

Key Competencies

Ownership & Accountability

Communication & Collaboration

Client Focus

Problem Solving & Critical Thinking

Organization & Time Management

Adaptability & Change Agility