✨ About The Role
- The Account Manager will be responsible for supporting multi-tier serviced accounts and independently managing client relationships.
- This role involves acting as the primary point of contact for clients, addressing their questions and requests on a day-to-day basis.
- The candidate will develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration.
- Responsibilities include managing the onboarding process for new clients and overseeing the marketing process for prospect companies.
- The position requires maintaining current files, preparing policy renewal questionnaires, and recommending coverage enhancements.
âš¡ Requirements
- The ideal candidate will have a minimum of 3 to 5 years of brokerage experience, particularly in Property and Casualty insurance.
- Strong communication skills, both written and verbal, are essential for effectively managing client relationships and providing excellent customer service.
- The candidate should possess advanced knowledge of Microsoft Office and be comfortable using technology systems and software applications.
- A proactive approach to problem-solving and the ability to take initiative will be crucial for success in this role.
- Experience in training and providing oversight to junior team members is preferred, indicating leadership potential.