Account Manager

Job Description

Account Manager

How does this role contribute to our collective success? The Account Manager is responsible for delivering high-quality and efficient service to both internal and external clients, serving as a critical partner to the underwriting teams and placing brokers. Working closely with the Senior Account Manager (Sr.AM) and underwriting teams, the AM focuses on maintaining service excellence, managing the book of business, and achieving key metrics in retention, profitability, and growth. Leveraging expertise in Property & Casualty (P & C) commercial insurance, the AM contributes to the company's overall success by building and maintaining relationships with underwriters and brokers, ensuring exceptional customer service, and facilitating new account marketing and renewal retention efforts.

Policy Administration and Processing

Perform advanced administrative tasks related to new and renewal business, including policy binding, issuance, and endorsements. Review policy documents for accuracy and compliance with regulatory standards. Identify opportunities for process improvement and efficiency enhancement within service delivery and underwriting operations.

Relationship Building, Client Engagement and Communication

Acts as a key point of contact for brokers and clients, addressing inquiries, providing updates, and ensuring exceptional customer service. Cultivate and nurture relationships with key broker contacts and decision-makers through regular communication and engagement. Provide guidance and mentorship to junior team members, fostering a collaborative and supportive work environment.

Data Management and Documentation

Maintain accurate records of policy and underwriting data, ensuring timely input and retrieval as needed. Utilize diary systems to track and manage information flow and deadlines effectively. Review underwriting documents and policies for accuracy and compliance with company guidelines and regulatory requirements. Review underlying policies and endorse changes as needed. Adhere to compliance standards and maintain accurate account files and underwriting documentation. You may also be required to take on additional duties, responsibilities and activities appropriate to the nature of this role.

About You

We encourage you to bring your own experience and expertise to the table, so while there are some qualifications and experiences, we need you to have, we are open to discussing how your individual knowledge might lend itself to fulfilling this role and help us achieve our goals.

What you need to have

High school diploma or equivalent required. Undergraduate degree in business, finance, or related field preferred, but not required. Minimum of 2+ years’ experience in the commercial insurance industry as an Underwriter Assistant or equivalent insurance experience is required. Solid understanding of Property and Casualty insurance coverage is necessary. Proficient in written and verbal communication, capable of independently interacting with internal and external business partners such as brokers on behalf of Operations and Underwriting.

Experience with Microsoft Office Suite (Word, Excel, and Outlook), or similar software is necessary. Strong aptitude for learning new computer/software programs is required. Strong customer service skills and professional attitude are required. Completion of professional development coursework in the industry is preferred.

Critical competencies

• Strong organization and time management skills.
• Self-motivated and capable of working well independently.
• Able to organize and prioritize work with limited supervision.
• Proficient in multitasking.
• Excellent verbal, written, and interpersonal communication skills.
• Attention to detail and accuracy.
• Strong math skills.
• Strong customer services skills
• Ability to work collaboratively within a team.
• Ensures tasks a completed attentively and thoroughly.

Critical skills that align to our values

• Building Relationships: Build and maintain professional networks with internal and external customers.
• Communicating with Impact: Clearly and confidently communicate information to a wide audience.
• Driving Results: Demonstrate drive and initiative to deliver outstanding work and achieve positive outcomes that affects the bottom line.
• Developing Self and Others: Exhibit a growth mind-set, open to new ways of working to achieve ambitious goals.
• Remain intellectually curious, questioning the status quo, offer ideas, and respect alternative perspectives. Seek to learn and share knowledge.
• Making Disciplined Decisions: Use data and analytics to form plans and actions, exercising sound judgment. Effectively and efficiently make decisions, using sound logic and analysis, which are mutually beneficial for colleagues, clients, and peers.

Role Factors

In this role, you will typically be required to: Embrace the hybrid culture offered at AXIS, you need to be in office 3 days per week. $Much of the work involves using computers for data entry, analysis, and communication. Comfort with prolonged screen time is necessary. While much of the work may be desk-bound, there might be occasions requiring mobility within the office environment, such as attending meetings or accessing filing systems.

What we offer

• Base salary in the range of $50,000 to $75,000.
• Your salary offer will be based on an assessment of a variety of factors including your specific experience and work location.
• Competitive target incentive compensation, with awards based on overall corporate and individual performance.
• Medical plans for you and your family.
• Health and wellness programs.
• Retirement plans.
• Tuition reimbursement.
• Paid vacation.
• Much more.
• Where this role is based in the United States of America, this role is [Non-Exempt] for FLSA purposes.

Where this role is based in the United States of America, this role is [Non-Exempt] for FLSA purposes. This posting is for an existing vacancy. Rewarding. Challenging. Meaningful. We are shaping the direction of Insurance and Reinsurance during a critical and exciting time for the industry. Whether you are a student approaching graduation or a seasoned professional looking for a new environment, AXIS has the right challenges and career opportunities for you. At AXIS, we value each individual and recognize that attracting and retaining the right people is essential to the success of our company.

We offer a comprehensive and competitive benefits package which includes medical plans for employees and their families, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.