Client Account Manager Sr.
Core
Managing and servicing a book of business by handling policy processing, renewals, client relationships, coverage analysis, and compliance documentation.
Role type
Senior Client Account Manager
Builds
Insurance policies, renewal proposals, and compliance documentation for clients
Domain
Insurance
Deliverable
client delivery
Required skills
Insurance producer license, knowledge of insurance coverages and state regulations, proficiency in Microsoft Office (Word, Excel, PowerPoint, Publisher), office equipment operation
Preferred skills
College degree in business-related field
Technologies
Microsoft Windows environment, sales management database
Responsibilities
Process policies and endorsements, manage client renewals and pricing negotiations, identify coverage gaps and consult on options, ensure compliance with internal and client disclosure requirements, document operations in sales database, assist in growing the book of business through referrals