Account Manager, Insurance - Houston, TX

About the Role

We are seeking a skilled Account Manager to join our dynamic Insurance team in Houston or Dallas, TX.

Key Responsibilities Include

• Serve as primary day-to-day client contact; Manage client service needs; Present custom solutions to clients and prospects in a clear and professional manner

• Communicate client needs to account management team and coordinate client services, including but not limited to:
• Claims reviews

• Insurance training

• Kick of meetings

• Stewardship meetings

• Renewal strategy meetings

• Analyze client risk profile and develop marketing strategy with team and client

• Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement

• Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace

• Participate in off-site carrier, client, and prospect meetings as required

• Conduct research, compiles information into presentation format

• Assist with training and overseeing Account Associates

• Review, analyze, process and follow-up with clients regarding:

• Complex endorsements

• Subcontractor certificate/endorsements

• Policy audits

• Notices of cancellation

• Invoice collections

• Unit stat cards

• Final renewal letter request

• Final proposal of insurance

• Renewal exposure

• Coverage quotes

• Proposals of insurance

• Premium finance quotes and agreements

• Certificate checklist and special account handling instructions

• Client claim reviews

• Fee agreements

• Premium allocations

• Experience modification analysis and projections

• Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding

• Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)

• Identify key individuals within the client's organization and build and maintain effective and sustainable relationships

• Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service.

• Provide backup for other team members during their absence

• Maintain insurance license & CE requirements

• Additional responsibilities as required

Skills & Experience That Lead to Success

• Time management and ability to prioritize work

• Attention to detail

• Problem solving skills

• Professional written and verbal communication

• Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems

• Strong technical property and casualty knowledge, typically 2 to 5 years industry experience.

Additional/Preferred Qualifications

• Valid driver’s license and reliable transportation required

• Ability to travel as required

What You Can Expect From Us

• Comprehensive Benefits Package

• Collaborative and innovative environment

• Culture of continuous learning and professional development

• Competitive salary package (commensurate with experience)

• 401k with above-average employer match of up to 5% of your salary

• Leadership training and support

• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)

• Education and Student Loan Assistance

American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email info@americanglobal.com.

The salary range for this position (intended for U.S. applicants) will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Who We Are

American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.

We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.

Are you ready to be a part of our story?