Insight Global
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 diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 HR@insightglobal.com.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/.
Required Skills & Experience
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
Nice to Have Skills & Experience
Proficiency with Applied Epic is a large plus Background coming from Aon, Lockton, or Marsh
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 HR@insightglobal.com.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/.
Required Skills & Experience
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
Nice to Have Skills & Experience
Proficiency with Applied Epic is a large plus Background coming from Aon, Lockton, or Marsh
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.