Account Manager, Private Client Services (Personal Insurance)
Core
Develop and service new and existing accounts for personal insurance solutions, acting as an advisor and consultant to clients.
Role type
Account Manager (Personal Insurance)
Builds
Personal insurance policies and services for individuals
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Personal Lines Insurance coverages knowledge, admitted and non-admitted markets experience, all private client policy types expertise, P&C Insurance licensing, customer service, time management, organization, Microsoft Office Suite (advanced Excel), attention to detail
Preferred skills
Associates or Bachelor's degree, Sagitta, ImageRight, EPIC systems experience
Responsibilities
Develop new accounts, service existing accounts, maintain and retain business, follow up on referrals, round client accounts
Seniority
Mid-level, hands-on IC