Account Manager - Client Advisory Team
Core
Service assigned personal insurance accounts by analyzing coverage, preparing quotes and applications, and maintaining client relationships.
Role type
Account Manager (Personal Lines Insurance)
Builds
Personal insurance policies and client service solutions
Domain
Insurance / Personal Lines
Required skills
Personal lines coverage knowledge, Agency management system proficiency, Client relationship management, Application preparation, Policy quoting, Data accuracy maintenance, Collections handling
Preferred skills
Experience in insurance agency, Understanding of business earnings implications, Industry trend analysis
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
Individual Contributor