Account Manager
Core
Manage policy maintenance, client retention, and portfolio growth for mid-size to large commercial insurance accounts.
Role type
Senior Account Manager (Commercial Lines)
Builds
Insurance policies and risk management solutions for commercial clients
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
commercial insurance expertise, risk management analysis, account rounding, claims handling, carrier management, up-selling, client relationship management
Preferred skills
Applied Epic, CISR elite, CIC, advanced MS Office proficiency
Responsibilities
Maintain client relationships and service needs, review exposures and determine carrier fit, market and quote proposals, handle initial claims and monitor carrier activities, complete account reviews, solicit additional insurance lines, coach and mentor junior team members
Seniority
Senior, hands-on IC with team leadership