Top Tech Jobs & Startup Jobs in Charlotte, NC

The Account Manager manages client relationships for small commercial accounts, providing strategic advice on coverage, risk management, and insurance products while ensuring account retention and satisfaction.

The Account Manager manages client relations, providing strategic advice on insurance coverage and risk management to align with client goals.

The Risk Advisor focuses on producing new insurance accounts, conducting market research, managing client relationships, and achieving sales objectives through consultative selling.

Manage client relationships for commercial lines insurance: advise on coverage and risk management, bind coverage, handle renewals and claims, prepare proposals and policy documents, perform audits and resolve complex client issues.

The Account Manager manages client relationships, providing strategic advice on insurance coverage, risk management, and tailored insurance plans while ensuring account retention and client satisfaction.

The Risk Advisor is responsible for new insurance account production, sales activities, and maintaining client relationships while achieving revenue objectives and managing a profitable insurance book.

Lead revenue growth, retention, and placement excellence for the Management & Financial Lines practice. Manage complex client placements, mentor producers and account teams, strengthen carrier relationships, oversee operations and pipeline, drive cross‑selling and governance, and provide senior technical oversight on program design, renewals, and escalations to ensure best‑in‑class delivery.

Lead insurance risk due diligence and structure post-close insurance programs for private equity transactions. Advise sponsors and portfolio companies on risk mitigation, coordinate multi-line insurance placements, negotiate with carriers, deliver executive-level due diligence reports, and support deal execution and portfolio risk management.

Manage premium cash receipts, refunds, reconciliations, and transmittals; maintain trust accounts and documentation; produce AR analysis for >90-day items; partner with account managers and accounting for month-end close and resolve payment discrepancies.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.