Retention Account Manager
Core
Manage a premier Property & Casualty Book of Business by delivering client experiences and achieving revenue targets through account retention and policy modifications.
Role type
Senior Account Manager (Property & Casualty Insurance)
Builds
Retained insurance policies and optimized client portfolios
Domain
Insurance (Property & Casualty)
Required skills
Property & Casualty Insurance License, Account Management, Strategic Renewal Reviews, Policy Modifications, Carrier Relationship Management, Regulatory Compliance
Preferred skills
Epic, Salesforce, Zendesk, Commercial Insurance Lines, Customer Contact Center
Technologies
Epic, Salesforce, Zendesk
Responsibilities
Conduct strategic renewal reviews with clients and carriers; manage policy modifications and remarketing; identify portfolio growth opportunities; foster strategic external relationships with carriers and state funds; optimize operational workflows; maintain industry and regulatory expertise.
Seniority
Mid-level, hands-on IC