Equal Parts

Account Manager

• Execution of commercial insurance servicing activities across assigned workflows and customer touchpoints
• Direct interaction with customers on policy questions, endorsements, certificates, and coverage-related needs, as appropriate
• Support for the **renewal process**, including:
• - Outreach to gather updated exposures and requirements
• - Coordination with carriers and internal partners
• - Clear, timely communication to support renewal decision-making
• - Key servicing touchpoints across the policy lifecycle, including mid-term changes, renewals, audits, and claims support as needed
• - Accuracy and timeliness of policy documentation, endorsements, and invoicing
• - Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation
• - Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs
• - Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality
• - Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over time

Account Manager – Commercial Insurance