Job Description

Select Account Manager

Job Summary

Seeking a dedicated and detail-oriented Select Account Manager to join a Commercial Lines – Select team. This role is pivotal in managing a high-volume book of small commercial accounts, ensuring efficient and accurate service delivery, and fostering strong client retention. The ideal candidate will thrive in a fast-paced environment, excel in standardized workflows, and consistently deliver an exceptional client experience.

Compensation Package

• Salary Range: $75,000 - $85,000 annually

Responsibilities

1. Client Service & Retention

• Act as the primary point of contact for assigned Select accounts.
• Respond promptly to client requests, process changes, and resolve issues.
• Maintain strong client relationships through consistent and responsive service.
• Handle billing inquiries, including AB invoices and DB issues.

Key Performance Indicators (KPIs):

• Client retention rate: ≥ 90–92%
• SLA adherence (response times): ≥ 95%
• Timely resolution of client requests

2. Renewal Management

• Oversee the renewal process from start to finish, adhering to standardized timelines.
• Prepare renewal documentation and review coverage with clients as needed.
• Collaborate with the Team Lead or Marketing for accounts requiring market review.
• Provide proposals, comparisons, and recommendations following inspections.

KPIs:

• Renewal timeline adherence: ≥ 95% on-time
• Renewal retention rate: ≥ 90%+
• Accuracy in renewal processing

3. Policy Processing & Execution

• Process endorsements, certificates, audits, and policy changes.
• Review policies and documents for accuracy.
• Ensure all account activity is properly documented in AMS360.

KPIs:

• Processing turnaround (endorsements/certificates): Within SLA (24–72 hours)
• Accuracy rate: ≥ 98%+
• Documentation completeness

4. Workflow & Productivity

• Manage a high-volume book of business within defined capacity targets.
• Prioritize tasks effectively to meet deadlines and service standards.
• Support team efficiency through consistent execution of workflows.

KPIs:

• Book size/account load within target range
• Task completion within service standards
• Minimal backlog or overdue items

5. Team Collaboration

• Work closely with Assistant Account Managers (AAMs) for task delegation and workflow efficiency.
• Escalate complex issues to the Team Lead as needed.
• Coordinate with Marketing and carriers when required.

KPIs:

• Workflow efficiency and task delegation effectiveness
• Positive internal team feedback
• Contribution to overall team performance

Qualifications/Requirements

• 2–5+ years of experience in Commercial Lines (small commercial preferred).
• Active Property & Casualty License (or ability to obtain).
• Strong organizational and multitasking skills.
• Proven ability to work effectively in a fast-paced, high-volume environment.

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