About this role
Account Ownership & Service Delivery Build and maintain trusted, strategic relationships with agents/brokers and clients by understanding business priorities, service expectations and evolving needs. Build and recommend comprehensive service plans for complex risks, partnering with risk control on plan development Monitor action items and adjust the service plan based on customer and broker feedback Lead regular meetings with customers and brokers to ensure service results track to plan Coordinate delivery across internal functional teams through proactive follow-up and communication Design solutions for a range of customer concerns and de-escalate difficult interactions when they arise Improve how issues are reported, tracked, escalated, and resolved Ensure all parties have a clear, shared understanding of roles and responsibilities Manage the installation process for new and existing accounts, looping in internal partners as needed Support the renewal process Participate in prospecting through service analysis and service presentations for assigned prospects Contribute to internal training by developing materials and presenting on assigned topics Ensure ongoing compliance across managed accounts Experience you will need: Bachelor's Degree preferred or equivalent professional experience 7+ years of experience in Client Service, account management, or a related insurance/risk management role. Demonstrated experience managing large or complex commercial accounts, ideally with broker relationships Strong problem-solving skills, with the ability to design solutions for varied and sometimes competing customer needs Proven ability to lead meetings and influence outcomes with customers, brokers, and internal stakeholders without direct authority over them Excellent written and verbal communication skills, including comfort presenting to external audiences Ability to work independently under limited supervision while managing multiple accounts and priorities at once Experience with risk control programs or working alongside risk control teams Commercial Lines experience required Claims experience strongly preferred Prior experience in prospecting or business development within an account management role Property & casualty insurance industry background Completed or pursuing insurance certifications, designations (eg: ARM, CPCU)