Account Manager, P&C Lines Insurance – Tech and Life Sciences Division

Responsibilities

• Serve as the primary service contact for assigned client accounts
• Build and maintain strong client relationships through proactive communication and responsiveness
• Coordinate and deliver day-to-day service needs, including policy inquiries, endorsements, certificates, and coverage questions
• Assist clients with risk management strategies tailored to life sciences and technology exposures
• Lead the renewal process in collaboration with producers, including marketing, submission preparation, and carrier negotiations
• Review policies for accuracy, coverage adequacy, and compliance with client needs
• Prepare renewal proposals and client presentations
• Identify coverage gaps and recommend appropriate solutions
• Maintain strong relationships with insurance carriers and underwriting partners
• Negotiate coverage terms, pricing, and program structures on behalf of clients
• Stay informed of market conditions, emerging risks, and carrier appetite
• Manage policy documentation, certificates, and endorsements with attention to accuracy and timeliness
• Ensure data integrity within agency management systems
• Support internal reporting, compliance, and workflow processes
• Collaborate with producers and other team members to drive efficiency and best practices
• Work closely with producers (4) and account management team (5+) to support client retention and growth
• Contribute to a collaborative, team-oriented culture within a boutique environment
• Mentor junior staff as needed

Requirements

• 5+ years of experience in Property & Casualty insurance brokerage or agency account management
• Experience servicing middle market accounts, ideally within life sciences and/or technology sectors
• Strong understanding of key coverages including: General Liability, Property, Cyber Liability, Professional / E&O, D&O / EPLI / Fiduciary, Umbrella / Excess
• Active Property & Casualty license required
• Bachelor's degree preferred
• Strong client service orientation and communication skills
• Excellent organizational and time management abilities
• High attention to detail and accuracy
• Ability to manage multiple accounts and deadlines simultaneously
• Proficiency in agency management systems and Microsoft Office tools
• Self-starter with the ability to work independently in a remote or hybrid setting