Commercial Lines Senior Associate Account Manager - Middle & Large

The Senior Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention.

Requirements

• Set up and maintain account details, contacts, and policy information in EPIC
• Summarize loss history, analyze and interpret the data for the client.
• Draft and finalize finance contracts, billing allocations and review carrier invoices
• Coordinate and finalize policy and endorsement check.
• Coordinate audits and effectively resolve audit disputes.
• Document and process cancellations and non-renewals.
• Independently initiate the pre-renewal process.

Benefits

• Competitive benefits package