Account Manager - P&C
Job Details
Birmingham, AL - Birmingham, AL
Full Time

Job Summary: Manage the day to day functions of an assigned book of business while providing exceptional customer service to clients.

Duties & Responsibilities:

  • Participate in day to day operations of a service team and the assigned book of business.
  • Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts.
  • Handle insurance requirements on contract reviews.
  • Interact with carriers, underwriters, and clients to provide data and information for decision making.
  • Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
  • Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
  • May be responsible for specific accounts within the team’s book of business.
  • Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.


*Day to day operations may include but are not limited to:

    • Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
    • Answers coverage questions and reviews policy forms.
    • Analyze contractual insurance requirements and analyze client needs.


  • High School diploma is required; Bachelor’s degree preferred.

  • Three to five years of experience with an in-depth understanding of insurance.

  • Must have appropriate state insurance license

  • Strong communication skills, both verbal and written required.

  • Agency Management System experience (Applied Epic preferred)