Senior Account Manager - Client Advisory Team
Core
Service personal insurance accounts with a focus on organic growth, retention, and meeting production goals.
Role type
Senior Account Manager (Personal Lines)
Builds
Personal insurance policies and client service solutions
Domain
Insurance / Personal Lines
Required skills
Personal lines coverage knowledge, Agency management system proficiency, Massachusetts Producer license, Data analysis, Application preparation, Policy quoting, Collections handling, KPI tracking
Preferred skills
Organic growth strategies, Retention tactics, New business development, Industry trend analysis
Technologies
Electronic agency management systems
Responsibilities
Review and analyze personal accounts for coverage and limits; Develop and maintain client relationships; Gather client information and prepare applications; Prepare policy quotes based on client needs; Handle collections of premiums due; Maintain accuracy of data in the agency management system; Meet KPI goals.
Seniority
Senior, hands-on IC