Sales Account Manager, Small Commercial Wholesale Business
Core
Licensed insurance professional placing and retaining complex commercial business for retail agents and small business owners via wholesale brokers.
Role type
Commercial P&C Account Manager (Wholesale)
Builds
Insurance policies and account solutions for small commercial accounts
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Commercial carrier or agency insurance experience, active P&C Insurance Producer license, knowledge of Property/Auto/Workers Comp/Package/Umbrella/Excess/Professional Liability/Management Liability, complex business analysis, risk decision documentation, coverage forms and policy language knowledge, high hazard business anticipation
Preferred skills
Territory growth and retention objective concepts, cross-sell and up-sell management, internal partner relationship leveraging
Technologies
None stated
Responsibilities
Review submissions and apply market/product knowledge to place business with the best carrier, solicit information from agents and business owners for new/renewal policies, build relationships with wholesale broker partners and retail agents, act as an advisor and resource to the agency/partner, drive results and outcomes on individual accounts to achieve final pricing, consult with small business owners regarding coverage and processes, resolve service issues on assigned accounts
Seniority
Mid-level, hands-on IC