Property & Casualty Account Manager

As a Property & Casualty Account Manager, you will collaborate closely with the Producers and Account Executives, taking ownership of local and national accounts. Your role entails working with a select group of assigned clients, wherein you will oversee day-to-day operations, foster robust relationships, and deliver an exceptional level of service. Through your dedication to client satisfaction, you will play a pivotal role in sustaining and enhancing ongoing, long-term client relationships.

The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
Essential Duties and ResponsibilitiesStay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniquesManage ongoing client service relationshipMaintain open and clear communication channels with clients, insurance carriers, and internal partnersDevelop connections beyond the producer’s relationship with the key decision makers in book of businessRespond to inquiries and requests in a timely and professional mannerProcess audits, changes, endorsements, ID cards, MVRs and other insurance documents on a timely basisIdentify problems, summarize, and develop strategic solutionsCommunicate due dates, timelines, and expectations to clients and partnersPrepare ACORD Forms and specific marketing applications through communication with producers and prospect/clientCollect loss history from carriers and prospect/clientSubmit ACORD Form data, specific marketing applications, and loss history information to insurance carriers and wholesalers via email or carrier website/portalPhone and email follow-up with clients to secure additional underwriting data or misc. infoFollow-up with carriers and wholesalers to secure quotations and misc. data by set deadlinePrepare proposals for new business and client renewalsReview proposals with clients by phone, zoom/teams or in-person based on client needsInput and maintain record of all activities in EPICMake sure the client is aware of all resources Bryson offers
Qualifications:Technical insurance knowledgeAn active California State Property & Casualty LicenseStrong understanding of Commercial Property & Casualty insurance products and coverages.Excellent communication, negotiation, and relationship-building skills.3+ years of insurance agency customer serviceSound professional and personal judgmentStrong business acumenPolished interpersonal skillsAbility to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
Competencies:Proactive and self-motivated; ability to work independently with minimal oversightPossess a strong teamwork orientationDemonstrate strong prioritization and multitasking skillsOrganized with excellent verbal and communication skillsComputer proficient with excellent technological skills including proficiency in Microsoft Office applicationsAbility to easily adopt and work with all so?ware platforms used at Bryson, namely EPIC
Success Factors: Proficient in Microsoft Office and EPIC applicationsExcellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendorsEthical business standards and transparencyPromote open communication and high moraleAdoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, resolution and delivering value.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
This is largely a sedentary role Monday-Friday 8am -5pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. xzbcwsv The noise level in the work environment is usually moderate.