We’re hiring an experienced Insurance Account Manager to serve as the primary contact for a blended portfolio of Group Benefits and Property & Casualty clients. You will manage renewals, handle day-to-day servicing, coordinate with carriers and partners, and proactively drive better coverage and cost outcomes.

Responsibilities – Group Benefits:

• Lead the renewal and quoting cycle: gather census and plan documents, obtain carrier proposals, present options, and guide plan selections.

• Manage Broker of Record (BOR) transfers and carrier appointment logistics.

• Own the onboarding process for new Group Benefits clients following the close of sale, including carrier setup, plan implementation, timelines, and stakeholder coordination.

• Serve as the primary point of contact for Group Benefits clients post-sale, ensuring a smooth transition from sales to service and a high-quality ongoing client experience.

• Coordinate open enrollment deliverables: benefits booklets, employee meetings, and online enrollment portal setup; ensure timely ID card issuance.

• Provide ongoing servicing (eligibility changes, billing, member support) and claims advocacy as needed.

• Support ACA/ERISA compliance in partnership with HR-compliance resources and carriers.

Responsibilities – Property & Casualty:

• Act as day-to-day contact across commercial lines (General Liability, Property, Auto, Umbrella, Workers’ Compensation, EPLI, Cyber, etc.).

• Work within AMS360 to produce accurate Certificates of Insurance and evidences; manage additional insured and holder requirements per contracts.

• Drive renewals and remarketing: collect underwriting data and loss runs, prepare exposure summaries, negotiate with carriers, and recommend coverage improvements.

• Handle policy servicing: endorsements, audits, cancellations/reinstatements, premium finance coordination, and billing resolution.

• Lead claims advocacy: intake and coordination with adjusters, monitor reserves and recovery, and keep clients informed.

• Perform risk reviews (valuations, schedules of locations/vehicles/drivers) and liaise with loss-control vendors.

• Conduct thorough policy checking (forms, limits, deductibles, endorsements) and maintain organized records in the agency/CRM system.

• Monitor regulatory and contractual obligations (state filings, WC experience mods, audits) and communicate impacts to clients. • Identify cross-sell and up-sell opportunities between Benefits and P&C to improve retention and growth.

Qualifications:

• Active NJ Health and NJ Property & Casualty Producer licenses (or ability to obtain promptly); additional state licenses are a plus.

• 3–5+ years of account management in employee benefits and/or commercial P&C with direct client service and carrier negotiation experience.

• Strong communication, organization, and problem-solving skills; responsive and consultative client approach.

• Proficiency with CRM/agency management systems and Excel; comfortable presenting to client leadership teams.

• Collaborative team player who partners effectively with producers, underwriters, carriers, and compliance resources.

Why join: You’ll be part of a client-focused team that delivers streamlined insurance administration, strong carrier partnerships, and white‑glove service to help our clients achieve better outcomes.

Salary: $65,000 - $85,000 based on skill set and experience