Account Manager - Middle Market
Core
Service assigned commercial insurance accounts, develop new business, and prepare proposals and applications for clients.
Role type
Account Manager (Commercial Insurance)
Builds
Client service and new business development for commercial insurance accounts
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial insurance experience, knowledge of commercial lines coverages, Producer's license, Microsoft Office proficiency
Preferred skills
Strong organizational skills, interpersonal skills, communication skills, ability to work in a team environment
Responsibilities
Review and analyze commercial accounts for coverage and limits; develop and maintain client relationships; develop new business from existing accounts and leads; gather client information and prepare applications; prepare client proposals; prepare transactions like certificates of insurance and invoices; maintain data accuracy in the agency management system; handle premium collections; stay informed of industry trends.
Seniority
Individual Contributor