Director of Account Management
5847 San Felipe
- Sales
- Full-time
- account management
- client relationships
- insurance brokerage
The Director of Account Management oversees client relationships across all Specialty’s lines of business, ensuring client satisfaction and consistent service delivery. This role involves managing teams, coordinating with business leaders, supporting client issue resolution, and monitoring claims data to support contract renewals. The position requires strong knowledge of insurance brokerage, claims management, and client service processes, with a focus on specialty lines and healthcare-related claims.
Overview
The Director of Account Management is responsible for the oversight of Specialty’s client relationships for all lines of business. This position should work closely with each industry sector leader and their respective client teams to ensure client satisfaction, continuity and consistency in account servicing consistent with GB Specialty’s best practices.
How you'll make an impact
- Builds and manages business relationships with clients & vendors.
- Makes demonstrated effort to interact with all clients, including in-person visits for the largest revenue accounts, where possible, and on a recurring basis to ensure satisfaction with company service and results against client goals. Proactively supports team members in managing client service issues and keeps senior management apprised of the same.
- Serves as a resource and escalation point to address client opportunities and challenges.
- Ensures team members identify key individuals within client organizations for client, program and company success
- Understands client goals and ensures a service plan with necessary staffing is in place for each client, consistent with GB Specialty best practices
- Contributes to both the Stewardship Reports, where applicable, and the renewal process for each client
- Coordinates with segment leaders in maintaining and projecting adequate staffing.
- When necessary, make business case to add new staff by analyzing claim data, revenue and overall business need.
- In partnership with business unit leaders, compliance, quality, claims intake, administrative team and the director of education/quality, establishes policies and procedures for all claims employees to assure that prompt, accurate and equitable service is provided to all clients and business partners.
- Monitors, tracks and reviews all client claim data at time of contract renewal. Ensure that renewal proposals are timely performed and vetted with senior management.
- Assists with initial client onboarding by interacting with claim professional(s), client lead, Director of Compliance, and Business Leader.
- Conducts frequent and unannounced file and account reviews.
- Coordinates with accounts receivable to address any issues with client receivables.
About You
Required:
- Bachelor's degree and 7 years related experience required. JD preferred.
- Excellent knowledge of the insurance brokerage business.
Preferred:
- Specialty Lines Claims experience
- Healthcare/Medical Malpractice claims experience
- Client Services or Account Management experience
- Insurance/Claims experience a must
Behaviors:
- Strong people and process management experience
#LI-TJ1
#GBSpecialtyCareers




