Account Manager

• Serve as the primary point of contact for assigned small commercial clients
• Manage approximately 200 commercial accounts and maintain client relationships and retention
• Handle client requests, policy changes, billing questions, certificates, endorsements, audits, and other service needs
• Manage renewals from start to finish, including gathering documentation, reviewing coverage, preparing proposals, and comparing available markets
• Process endorsements, certificates, audits, and policy changes accurately within AMS360
• Respond to client needs promptly while meeting service-level expectations and deadlines
• Maintain a minimum client and renewal retention target of 90%
• Complete service requests, endorsements, and certificates within established 24–72-hour timeframes
• Maintain accurate, complete, and up-to-date account documentation
• Monitor workload and minimize overdue items in a fast-paced, high-volume environment
• Partner with Associate Account Managers, Team Leaders, Marketing, and insurance carriers to resolve issues and maintain efficient workflows
• Communicate proactively with clients and internal partners regarding outstanding information, renewals, changes, and service issues
• Use AMS360 and other insurance technology platforms to maintain account records and manage daily workflows
• Contribute to a collaborative team environment focused on responsive service, organization, and long-term client relationships

Account Manager – Commercial Lines

Accountant

• Process accounts payable and accounts receivable invoices
• Handle contract administration and maintain project documentation
• Prepare and submit bank draw packages
• Manage insurance reporting requirements
• Process weekly hourly payroll
• Perform job costing and cost tracking for multiple custom home projects
• Manage lien waivers and subcontractor compliance documentation
• Maintain subcontractor agreements and W-9s
• Prepare annual 1099s
• Support approximately 12 active luxury residential projects simultaneously
• Utilize QuickBooks for accounting and project tracking
• Assist with the transition to more integrated construction accounting software
• Support banking, bookkeeping, and reporting process improvements

TGG

Account Manager – Commercial Lines

Construction Accountant