Account Manager

• Manage the overall client relationship by providing strategic advice on coverage, risk management and business needs
• Serve as the main point of contact for clients, addressing inquiries and guiding coverage changes and contractual requirements
• Educate clients on policy exclusions and exposures
• Partner in developing insurance plans tailored to client needs
• Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
• Manage renewal remarketing to ensure high account retention rates
• Oversee preparation of client proposals, submissions, loss evaluations and risk analyses
• Communicate billing and invoicing options
• Prepare insurance summaries and schedules, binders, certificates, policies, endorsements and related documents
• Assist clients with first reports of claims and facilitate prompt carrier responses and claim settlements
• Conduct policy reviews during renewals and audits, verify accuracy and execute corrections
• Communicate significant audit discrepancies and determine further action
• Review cancellation requests and attempt to retain client accounts
• Stay informed about insurance industry developments, products, legislation, coverage options and technology
• Recommend process improvements
• Identify and resolve complex client service issues
• Adopt innovative technology, including proprietary AI solutions, into the service process
• Perform other assigned projects, duties and tasks

Account Manager – Personal Lines

• Manage a portfolio of personal lines and private client accounts throughout the policy lifecycle
• Coordinate new business, renewals, endorsements, cancellations, and remarketing activity
• Review client exposures, coverage, policy terms, limits, deductibles, and exclusions
• Prepare renewal materials, coverage summaries, proposals, applications, and client-facing documentation
• Obtain and compare quotes and coverage options from insurance markets
• Process policy changes, certificates, evidence of insurance, billing inquiries, and other service requests
• Monitor open items, renewal milestones, carrier requirements, and client deliverables
• Build trusted relationships with clients and provide responsive, high-quality service
• Partner with producers, underwriters, carrier representatives, and internal colleagues to support retention and account growth
• Maintain accurate client, policy, activity, and documentation records in agency management systems
• Track renewal status, service items, marketing activity, and account risks, providing updates to stakeholders
• Support book reviews, stewardship activities, retention initiatives, process improvements, and team projects
• Handle inquiries in line with service standards
• Ensure compliance with company policies, insurance laws, regulations, privacy, data security, and record-retention requirements
• Stay informed about carrier appetite, coverage developments, market conditions, and regulatory changes

Private Client Account Manager

• Manage a portfolio of personal lines and private client accounts throughout the policy lifecycle
• Coordinate new business, renewal, endorsement, cancellation, and remarketing activity
• Review client exposures, coverage, policy terms, limits, deductibles, and exclusions
• Prepare renewal materials, coverage summaries, proposals, applications, and client-facing documentation
• Obtain and compare quotes and coverage options from insurance markets
• Process policy changes, certificates, evidence of insurance, billing inquiries, and other service requests
• Monitor open items, renewal milestones, carrier requirements, and client deliverables
• Build trusted relationships with clients and deliver responsive service
• Partner with producers, underwriters, carrier representatives, and internal colleagues to support retention and account growth
• Maintain accurate client, policy, activity, and documentation records
• Track renewal status, service items, marketing activity, and account risks
• Support book reviews, client stewardship activities, retention initiatives, process improvements, and team projects
• Respond promptly to client and account-related inquiries
• Conduct account activity in accordance with company policies, quality standards, insurance laws, and regulations
• Protect confidential client information and follow privacy, data security, and record-retention requirements
• Stay informed about carrier appetite, coverage developments, market conditions, and regulatory changes

• Service assigned personal insurance accounts according to company practices, policies and procedures
• Review and analyze personal accounts for coverage and limits, and make recommendations to clients
• Develop and maintain client relationships to meet service needs
• Develop new business from existing accounts and assigned leads
• Contribute to departmental production goals
• Gather client information and prepare applications for new and renewal coverage
• Prepare policy quotes based on client needs, rates and coverages
• Prepare account transactions, including applications, invoices and forms
• Maintain accurate data in the agency management system
• Handle premium collections as needed
• Conduct business with awareness of business and earnings implications
• Keep informed of industry changes and trends to anticipate and respond to profit objectives
• Perform other responsibilities assigned by the Manager

Account Manager jobs in New Hampshire

Account Manager – Personal Lines

Private Client Account Manager

Private Client Account Manager

Specialty Account Manager