Account Manager
Core
Manage renewal growth for existing corporate insurance accounts in partnership with Financial Service Consultants (FSCs) within the tied agency distribution channel.
Role type
Account Manager (Corporate Insurance)
Builds
Corporate insurance policies and renewal growth for the Agency Channel
Domain
Insurance (Life and Health / Employee Benefits)
Required skills
Corporate account management, sales forecasting, business relationship management, sales presentations, employee communication sessions, data submission, premium collection follow-up, sales training participation, market analysis
Preferred skills
CMFAS M5, M9, HI, BCP, PGI, ComGI certifications
Technologies
Microsoft Office (Excel, PowerPoint)
Responsibilities
Achieve renewal growth targets for the Agency Channel, establish and maintain relationships with FSCs and Agency Leaders, encourage agents to sell individual policies to corporate clients, set appointments and meet with Agency Leaders/FSCs, provide timely renewal status and growth data for reporting, submit renewal terms and proposals, ensure accurate submission of employee data and placement documentation, follow up on premium collections, pitch and deliver sales presentations with FSCs, conduct Employee Communication Sessions, participate in sales training and CPD courses, attend corporate events
Seniority
Mid-level, hands-on IC