Account Manager - Small Business
Core
Service assigned commercial insurance accounts, develop new business, and prepare proposals and applications for clients.
Role type
Account Manager (Commercial Lines)
Builds
Insurance policies and coverage solutions for small businesses
Domain
Insurance / Commercial Lines
Deliverable
product features
Required skills
Commercial insurance knowledge, Producer's license, Microsoft Office proficiency, proposal preparation, data management
Preferred skills
New business development, client relationship management, industry trend analysis
Technologies
Agency management system, Microsoft Office
Responsibilities
Review and analyze commercial accounts for coverage and limits; develop and maintain client relationships; prepare client proposals and applications; maintain data accuracy in the agency management system; handle premium collections
Seniority
Mid-level IC
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