Insurance & Risk Account Manager
Core
Manage and grow a portfolio of Members by assessing business risks and recommending insurance and protection solutions.
Role type
Field-based insurance account manager
Builds
Insurance and protection solutions for automotive, machinery, and small-to-medium businesses
Domain
Insurance / Automotive and machinery aftermarkets
Deliverable
client delivery
Required skills
risk assessment, portfolio management, B2B relationship building, business problem translation, retention strategies, compliance adherence, territory management
Preferred skills
B2B sales experience, automotive/machinery industry knowledge, CRM system proficiency, internal collaboration
Technologies
customer relationship management systems
Responsibilities
Meet Members face-to-face to build trusted relationships, assess business operations and risks, recommend tailored insurance solutions, retain existing business, identify growth opportunities, manage territory with autonomy
Seniority
Individual Contributor, field-based