Account Manager - Client Advisory Team
Core
Service assigned personal insurance accounts by reviewing coverage, preparing quotes and applications, and maintaining client relationships.
Role type
Account Manager (Personal Lines)
Builds
Personal insurance policies and client service
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
personal lines coverage knowledge, agency management system proficiency, client relationship management, quote preparation, application processing
Preferred skills
new business development, data accuracy, industry trend analysis
Responsibilities
Review and analyze personal accounts for coverage and limits, develop and maintain client relationships, prepare policy quotes and applications, maintain data accuracy in agency management system, handle premium collections
Seniority
Mid-level, hands-on IC
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