Commercial Lines Account Manager
Core
Manage a commercial insurance book of business exceeding $500K in revenue, focusing on client retention and accurate data maintenance.
Role type
Commercial Lines Account Manager
Builds
Property and casualty insurance solutions for middle-market businesses
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
Commercial lines sales, client retention strategies, middle-market account management, EPIC system proficiency, Excel (intermediate), P&C licensing
Preferred skills
Mentoring junior staff, special project execution
Technologies
EPIC, Microsoft Excel
Responsibilities
Manage assigned book of business ($500K+ revenue), maintain 93%+ client retention rate, mentor Associate Account Managers and Team Assistants, ensure accurate client data in EPIC, collaborate with producers and senior managers
Seniority
Mid-level IC
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