Description
The Account Manager serves as the primary service contact for an assigned book of business supporting Private Equity clients and carriers. Responsibilities include launching new clients, coordinating carrier involvement and communications, managing service schedules and reporting, conducting surveys, meeting clients, explaining benefit offerings, reviewing agreements, and developing proposals. The role requires a bachelor's degree in a business-related field or equivalent insurance-industry experience, at least three years of insurance experience in D&O, cyber, or management liability, negotiation and presentation skills, Microsoft proficiency, project management and customer service abilities, vendor interaction, financial product knowledge, and intermediate AI proficiency.
