Connecticut Licensed Account Manager

Job Summary

A company is looking for an Account Manager, Affluent Personal Lines (N.East-hybrid or remote).

Key Responsibilities

• Develop relationships with carrier and client contacts and participate in meetings
• Prepare requests for proposals and draft renewal presentations
• Review proposals for accuracy and maintain client files in the agency management system

Required Qualifications, Training, and Education

• High school diploma or equivalent required; additional training or education preferred
• More than 3 years of industry and product line experience
• Experience with Personal Lines/PCG coverage required
• Proficiency in Outlook, Word, and Excel; CRM experience required
• Property & Casualty Broker's License required upon hire