Strategic Account Manager
Core
Drive profitable premium growth and retention for new and current agency partnerships in the commercial insurance sector by managing strategic relationships and developing multi-tier relationship plans.
Role type
Senior Strategic Account Manager (Commercial Insurance)
Builds
Strategic agency partnerships and distribution channels for commercial insurance products
Domain
Insurance / Commercial Lines / Distribution
Required skills
Strategic planning, relationship management, sales target achievement, performance tracking, cross-functional collaboration, data analysis, forecasting, presentation skills
Preferred skills
Commercial insurance experience, payroll distribution experience, G-Suite, Salesforce, Looker, Zoom
Technologies
Salesforce, Looker, Zoom, G-Suite
Responsibilities
Develop and maintain complete understanding of agency organizational hierarchy and workflows; Facilitate consistent meetings with various levels of the agency (Executive Team, Leadership, Producers, CSRs); Manage portfolio tracking, reporting, and execution to performance metrics; Collaborate cross-functionally to develop strategic initiatives; Monitor industry insights and trends to drive sales efforts; Assist in forecasting distribution channel premium.
Seniority
Senior, hands-on IC