Personal Lines Account Manager - Hybrid (Sandusky, OH)
Core
Manage assigned book of business, serve as main point of contact for client insurance needs, and collaborate with producers to ensure service deliverables exceed expectations.
Role type
Account Manager (Property & Casualty Insurance)
Builds
Client service deliverables and business growth through cross-sale opportunities
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Account management, consultative sales, needs analysis, strategic client communication, complex account management, renewal process management, industry trend education
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 with Client Executives to manage renewals, manage day-to-day client issues, conduct needs analysis and strategy calls, conduct face-to-face meetings (virtual or in-person), assist in growing the book of business through cross-sale opportunities, build relationships through proactive communications, communicate industry trends and changes, manage complex accounts and high-level service deliverables
Seniority
Mid-level, hands-on IC