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Job Description

Insight Global is looking for an Account Manager Lead, specializing in the mergers and acquisitions space to join the service team of one of their top clients in the insurance space. This role supports the Producer in developing new business opportunities for both existing clients and prospects, while also managing the renewal process by crafting strategy, analyzing exposures, and preparing marketing specifications. The Account Executive conducts marketing efforts, negotiates rates, reviews quotes for competitiveness and accuracy, and finalizes proposals and presentations in collaboration with the Producer. Responsibilities include binding coverage, issuing binders or certificates, reviewing policies and contracts, preparing coverage summaries, and managing client accounting, including collections and discrepancy resolution. The role also participates in the claims process, provides technical guidance to staff, maintains client retention communications, and meets with clients as needed. Additional duties involve fee collection, reconciliation of outstanding balances, ensuring data integrity within the agency management system, and managing third-party vendor relationships. This position requires a high level of organization, attention to detail, and the ability to resolve complex client issues while supporting the overall service strategy.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

6 years of experience in the insurance space

2-3 years as an Account Manager Lead

Experience coming from medium to large sized commercial book of business (20M +)

PnC and broker's license, PnC casualty agent and PnC broker

Outstanding Communicator and self starter Proficiency with Applied Epic is a large plus

Background coming from Aon, Lockton, or Marsh null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].