Account Manager - Middle Market
Core
Service assigned commercial insurance accounts, develop new business, and prepare proposals and applications for middle-market clients.
Role type
Account Manager (Commercial Insurance)
Builds
Client service, new business development, and insurance proposals
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
Commercial insurance experience, knowledge of commercial lines coverages, Producer's license, Microsoft Office proficiency
Preferred skills
Organizational skills, interpersonal skills, team collaboration
Technologies
Microsoft Office, Agency management system
Responsibilities
Review and analyze commercial accounts for coverage and limits; develop and maintain client relationships; gather client information and prepare applications; prepare client proposals based on needs and rates; maintain data accuracy in the agency management system; handle premium collections.
Seniority
Mid-level (2-5 years experience)