Account Manager
Core
Business Insurance Account Manager responsible for managing client relationships, executing service plans, and leading the client service team for assigned accounts.
Role type
Business Insurance Account Manager
Builds
Insurance policies, service plans, and client retention strategies
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Client relationship management, team leadership, renewal process management, cross-selling, policy administration, carrier coordination, Microsoft Office Suite
Preferred skills
Mentorship, seminar attendance, legislative change tracking
Responsibilities
Build and maintain key client and carrier relationships, execute comprehensive client service plans, lead the client service team in administration and billing, coordinate internal/external activities for new and renewal accounts, seek cross-sell opportunities, monitor and manage the renewal process, lead marketing for smaller accounts, prepare marketing information, manage implementation processes, update client management systems, attend seminars and carrier meetings, mentor team members