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Senior Account Manager - P&C

MORETON & COMPANY
Posted 10 days ago
Location

Meridian, ID, US

Salary

Competitive

Contract type

Full Time

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Job Details: Job Location: Boise Office - Meridian, ID, Salary Range: Undisclosed, SUMMARYResponsible for the strategic management and retention of a significant book of complex commercial P&C clients, providing high-level service, risk management guidance, and supporting new business development, working independently with minimal supervision.  ESSENTIAL FUNCTIONS & RESPONSIBILITES Client Relationship Management: Serve as the primary point of contact, building strong relationships, resolving complex issues, and ensuring high client satisfaction. Risk Management & Analysis: Conduct thorough exposure analysis, risk assessments, and collaborate with clients to develop appropriate insurance strategies and solutions. Marketing & Placement: Lead the marketing process for renewals and new business, negotiating terms with carriers, reviewing quotes, and presenting proposals. Policy Administration: Oversee the accurate setup, processing, and delivery of policies, endorsements, and certificates. Claims Support: Guide clients through loss reporting, provide ongoing support, and assist with claims management. Account Growth: Identify and pursue opportunities for account rounding, cross-selling, and referrals. System Management: Maintain accurate client data and policy details in agency management systems. Collaboration: Work with internal teams (producers, service staff) and external partners (carriers, vendors).  Performs other duties as assigned.Qualifications: QUALIFICATIONS Minimum 5+ years of experience in Commercial P&C insurance. Active P&C License required. Extensive knowledge of P&C policies, coverages, market trends, and risk management principles. Strong communication, negotiation, analytical, and problem-solving skills. Must have 2 professional designation CIC, CPCU or CRIS equivalent Proficiency with insurance management software (e.g., Applied Epic) and MS Office.  PHYSICAL DEMANDSThe employee is occasionally required to stand, walk, and stoop.  The employee must regularly lift and/ or move up to 10 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 




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