Account Manager - Small Business Team
February 9
🇺🇸 United States – Remote
đź’µ $50k - $87k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
🏆 Customer Success + Account Manager
Description
• Independently manage client relationships • Support multi-tier serviced accounts • Act as first and primary client point of contact • Develop, analyze, and implement competitive insurance programs • Prepare market, quote rates for new business • Manage onboarding process of new clients • Manage marketing process for prospect companies • Communicate and collaborate with producers, clients, and underwriters • Review, evaluate, rate and market Commercial Insurance applications and documents • Provide training to Account Coordinators • Perform database file management and input information • Accurately manage and maintain documents in agency management systems • May manage Account Coordinators and Account Assistants • Perform other duties and special projects as assigned
Requirements
• Minimum of 3 to 5 years of brokerage experience • Property and Casualty insurance experience required • Excellent communication skills: written, public speaking and presentation preparation • Excellent telephone etiquette and customer service skills • Advanced knowledge of Microsoft Office • Resourceful with problem-solving skills • Works well in a fast-paced environment • Ability to train, delegate, and provide oversight • Adaptability and flexibility • Excellent time management skills • Ability to learn and adopt technology systems and software applications • Ability to review internal/external deliverables • Intermediate project planning and management • Ability to forge relationships and build trust • Property and Casualty experience preferred • Property and Casualty Insurance license required
Benefits
• Competitive salary • Full range of medical, financial, and/or other benefits • 401(k) eligibility • Various paid time off benefits, such as vacation, sick time, and parental leave • Additional elements like bonus, restricted stock units, and discretionary awards
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