Account Manager

Job Summary

Seeking a dedicated and experienced Account Manager to join a dynamic team. This role involves managing a diverse portfolio of commercial clients, fostering strong relationships, and delivering tailored solutions to meet client needs. The ideal candidate will have a strong background in the insurance industry, excellent communication skills, and a passion for providing exceptional customer service. If you are looking for an opportunity to elevate your career in a supportive and forward-thinking environment, encourage you to apply.

Compensation Package

• Competitive salary ranging from $50,000 to $70,000, commensurate with experience.
• Comprehensive benefits package.
• Opportunities for professional development and career growth.
• A collaborative and supportive work environment.

Responsibilities

• Manage a portfolio of commercial clients, ensuring client satisfaction and retention.
• Build and maintain strong relationships with clients and insurance carriers through regular communication.
• Address client inquiries related to administration, billing, claims, and other service-related issues in a timely and professional manner.
• Prepare professional and accurate insurance proposals and summaries for client presentations.
• Identify cross-sell opportunities and recommend new lines of coverage tailored to clients' specific needs.
• Oversee and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing materials, and present options to clients.
• Ensure the seamless implementation of policies, including the preparation and delivery of required forms.
• Maintain accurate and up-to-date records in the client management system.
• Coordinate and lead relationship management meetings with clients.
• Stay informed about industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Understand underwriting requirements and carrier guidelines to provide accurate information to clients.

Qualifications/Requirements

• Strong verbal and written communication skills, with the ability to effectively interact with clients, insurance carriers, and team members.
• Comprehensive understanding of various insurance products and the ability to provide expert advice to clients.
• Proven experience in building and maintaining positive client relationships.
• Active Property and Casualty (P&C) Insurance License.
• Preferred experience with Agency Management Systems, particularly Applied EPIC.
• A minimum of 3 years of relevant insurance industry experience, with a focus on commercial lines account management.
• Bilingual fluency in English and Spanish is a plus, but not required.
• Proficiency in computer skills and the ability to quickly learn essential software programs.

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