Account Manager

• Serve as the main point of contact for assigned clients, ensuring a smooth transition from sales through onboarding and continued support throughout the policy term and renewal cycle
• Manage a portfolio of client accounts by responding to inquiries, processing policy changes, and resolving issues efficiently and professionally
• Collaborate with underwriters, carriers, and internal teams to coordinate account activity and ensure a consistent, high-quality client experience
• Conduct proactive outreach ahead of renewals to review coverage, assess business changes, and recommend appropriate adjustments to maintain retention and satisfaction
• Identify cross-selling and referral opportunities by understanding clients’ business goals, risk profiles, and evolving coverage needs
• Maintain accurate client data and documentation in HubSpot, AMS, and related systems to ensure data integrity and visibility into the book of business
• Partner with sales, service, and carrier teams to streamline processes, enhance communication, and drive operational efficiency
• Stay informed on Veracity Insurance product offerings, carrier underwriting guidelines, and industry best practices to provide informed, consultative guidance
• Adhere to all licensing, regulatory, and company standards to ensure compliance and operational excellence

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