Account Manager - Client Advisory Team
Core
Service assigned personal insurance accounts, review coverage and limits, prepare quotes and applications, and maintain client relationships.
Role type
Account Manager (Personal Lines)
Builds
Personal insurance policies and services for individuals and families
Domain
Insurance brokerage
Required skills
Personal lines coverage knowledge, agency management system proficiency, Massachusetts Producer license, account servicing experience
Preferred skills
Organizational skills, interpersonal skills, team collaboration
Technologies
Electronic agency management systems
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 systems; Handle premium collections
Seniority
Mid-level, individual contributor