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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex commercial insurance accounts, with a strong focus on Property & Casualty and Life & Health products. Capable of developing tailored service plans, executing renewal strategies, and ensuring compliance with industry regulations.
Highest-signal resume keywords
Insurance Account ManagementProperty & Casualty InsuranceLife & Health InsuranceAMS360 ProficiencyClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk Management StrategiesRevenue Growth AnalysisPolicy NegotiationCross-Selling OpportunitiesMarket Condition Analysis
Soft Skills
Strategic ThinkingAnalytical SkillsExceptional CommunicationNegotiation SkillsPresentation Skills
Tools & Technologies
AMS360
Certifications & Qualifications
Active Insurance Licenses (P&C and/or L&H)CICCRMCPCU
Industry Keywords
Commercial AccountsClient MeetingsService Delivery StandardsCarrier Performance MonitoringBest Practices
About the role
Key responsibilities & impact- Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts
- Develop tailored service plans and risk management strategies aligned with each client’s industry, risk tolerance, and business objectives
- Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy
- Collaborate with producers and practice leaders to present unified service and growth strategies
- Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations
- Analyze the assigned book of business to ensure revenue growth and account profitability
- Identify cross-sell opportunities and coverage gaps; coordinate with internal teams and producers to offer complementary insurance lines
- Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms
- Ensure accurate and timely updates in AMS360 and related systems for policy changes, notes, and documentation
- Identify underperforming accounts and create action plans to improve margins or address servicing issues
- Provide technical support and guidance to Client Managers and junior team members
- Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues
- Maintain strong knowledge of industry regulations, carrier appetites, and best practices in P&C and Life & Health lines
- Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations
Requirements
What you’ll need- 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts
- Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies
- Proven ability to build and maintain strong relationships with executive-level clients and carrier partners
- Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability
- Exceptional communication, negotiation, and presentation skills
- Proficient in AMS360 or comparable agency management systems
- Active insurance licenses in applicable lines (P&C and/or L&H) required
- Advanced industry certifications such as CIC, CRM, CPCU strongly preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life Insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical Illness insurance
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
