Personal Lines Account Manager - Hybrid (Sandusky, OH)
Core
Manage assigned book of business, serve as main point of contact for client insurance service needs, and collaborate with Client Executives to ensure service deliverables meet expectations.
Role type
Account Manager (Property & Casualty Insurance)
Builds
Client service deliverables and business insurance solutions
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Account management, consultative sales, needs analysis, strategic client communication, complex account management, renewal process management, cross-selling
Preferred skills
Quoting process knowledge, database applications
Technologies
Microsoft Office, quoting tools
Responsibilities
Manage and maintain assigned book of business, serve in an advisory capacity for clients, work closely with Client Executives to manage the renewal process, manage day-to-day client issues, conduct needs analysis and strategy calls, conduct face-to-face meetings with clients, assist in growing the book of business through cross-sale opportunities, build relationships with clients through proactive communications, communicate and educate clients on industry trends and changes, effectively manage complex accounts and high-level service deliverables
Seniority
Mid-level, hands-on IC