Account Manager – Property & Casualty

🔥 0 minutes ago

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $50k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Serve as the primary client contact for an assigned book of Select Business commercial insurance accounts • Manage day-to-day service needs, including policy changes, endorsements, certificates of insurance, billing inquiries, audits, claims assistance, and coverage questions • Perform proactive account management to support client retention and satisfaction • Coordinate renewals by gathering underwriting information, marketing accounts when appropriate, preparing proposals, and reviewing coverage options • Advise clients on commercial insurance coverages and risk management solutions • Build relationships with clients, carriers, underwriters, and internal team members • Respond to client requests accurately and within service standards and timelines • Review policies and endorsements and explain coverage details to clients • Identify coverage gaps and refer opportunities for additional products and services to Producers • Maintain accurate client records in agency management systems and carrier platforms • Assist with claims reporting and coordination • Monitor market conditions, carrier appetite, industry trends, and relevant insurance products • Ensure compliance with agency procedures, carrier requirements, and regulatory standards • Collaborate with Producers and service team members • Perform additional responsibilities as assigned

🎯 Requirements

• High School Diploma or GED required • 3 to 5 years customer service experience in the insurance industry required • Must maintain current required licenses and certifications relevant to field of expertise • Strong verbal and written communication across all organizational levels • Effective customer service skills • Proficient use of applicable technology • Ability to work in a team environment and independently • Ability to travel based on client and business needs • Active Property & Casualty Insurance License required or ability to obtain within a designated timeframe • Experience servicing small business commercial insurance accounts • Working knowledge of commercial insurance coverages • Ability to manage a high-volume book of business and multiple priorities • Strong attention to detail and commitment to accuracy • Proficiency with Microsoft Office Suite and CRM technologies • Bachelor's degree preferred • 2+ years of commercial insurance account management, customer service, or agency experience preferred • Experience with agency management systems such as Applied Epic, Sagitta, or similar platforms preferred • Professional designations preferred