Account Manager, Personal Lines
About The Role
The Account Manager I is responsible for serving as the primary point of contact for existing and potential customers in the insurance industry.
They support the development of client relationships, promote services, and assist in designing portfolios and solutions for potential clients.
The Account Manager I also maintains relationships with other professionals to indirectly increase the employer's market share.
Responsibilities :
- Serve as the primary point of contact for existing and potential customers.
- Support the development of relationships with clients and learn client business needs.
- Promote services, design portfolios and solutions for potential clients, advise potential clients, and perform other consultative activities.
- Work to maintain relationships with other professionals through which the employer indirectly increases its market share.
- Collaborate with the Account Executive, Producer, and / or more senior Account Manager to achieve sales and service goals.
- Assist in the preparation of presentations and proposals for clients.
- Ensure customer satisfaction by responding to inquiries, concerns, and complaints in a timely and professional manner.
- Continuously develop product and client knowledge to engage with customers effectively.
- This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*
Requirements :
- May be licensed to market and bind coverage.
- Works under the support and supervision of the Account Executive, Producer, and / or more senior Account Manager.
- Ability to effectively communicate and collaborate with clients, colleagues, and other professionals.
- Excellent organizational, problem-solving, and decision-making skills.
- Strong attention to detail and accuracy.
- Ability to work in a fast-paced, dynamic environment.
- Bachelor's degree in business, finance, or related field preferred.
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