Account Manager - Property & Casualty (P&C)

Account Manager - Property & Casualty (P&C)

Location: Columbus, OH

Position Overview:

We are seeking an experienced Property & Casualty Account Manager to provide strategic and hands-on support for an established book of commercial P&C clients. This role partners closely with Producers, providing technical expertise in coverage, renewal strategy, marketing, and ongoing client advisory services. The ideal candidate excels at client communication, understands commercial insurance lines deeply, and is able to lead the full account lifecycle with confidence and professionalism.

Key Responsibilities:

Has ultimate responsibility of informing and educating clients regarding policy coverage, changes, exclusions and other important policy information.

Works with the Producer and/or Client Manager in contacting clients to obtain updated renewal information in completing application for renewal business within 90-120 of policy expiration.

Has ultimate responsibility for the overall marketing process (strategy, arranging submission, negotiating, reviewing quote options, and developing appropriate presentation documents).

Responsible for oral presentation of all items as needed/requested by clients and prospects.

Manage overall account lifecycle: pre-renewal, renewal, post-renewal, stewardship.

Ability to recognize additional coverage opportunities within an existing book of business.

Identify clients' ongoing insurance-related wants and needs in providing solutions through risk management consulting.

Assist the Producer and Client Manager in placing new business.

Exhibits proficiency in using the agency management system, per TFG's written workflows.

Adhere to all agency procedures and E&O guidelines.

Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, etc.

Participate in special projects and other duties assigned. Required Experience

Bachelor's degree required

Active State of Ohio P&C license required

Minimum 5+ years of property and casualty experience

Proficient with Microsoft Office suite of products

Knowledge of commercial lines coverage Preferred Experience

CPCU, CIC, ARM or equivalent designation preferred

Experience using Applied EPIC agency management system