Professional Lines Account Manager
Core
Manage all aspects of account service plans and develop client relationships for professional liability insurance, specifically for financial institutions.
Role type
Senior Account Manager (Professional Liability Insurance)
Builds
Service plans, marketing submission packages, proposals, enrollment materials, and program communication strategies.
Domain
Insurance (Professional Liability, E&O, D&O)
Deliverable
client delivery
Required skills
Professional liability insurance expertise, account management, consultative sales, risk management, financial record reporting, carrier negotiation, agency management systems, Microsoft Office proficiency.
Preferred skills
Experience with large, complex accounts, track record in financial institutions E&O and D&O.
Technologies
Agency management systems, Microsoft Office (Excel, Word, PowerPoint, Outlook), online processing systems.
Responsibilities
Build and strengthen relationships with existing clients; develop and oversee service plans; supervise preparation of marketing submission packages and proposals; review policies and coverage endorsements; monitor utilization of online processing systems; plan and organize claim review meetings; review account-level financial records and reporting.
Seniority
Senior, hands-on IC