Job Summary
A company is looking for a Commercial Insurance Account Manager, responsible for servicing client accounts and managing the renewal and marketing process.
Key Responsibilities
- Develop and maintain relationships with carrier and client contacts, participating in meetings as needed
- Prepare requests for proposals and draft renewal presentations, ensuring accuracy in collaboration with senior team members
- Manage client files and respond to billing inquiries, coordinating with the Accounting Department when necessary
Required Qualifications
- Associates degree (or equivalent); BA/BS preferred
- Over 3 years of client service and/or industry experience
- P&C Insurance License required
- Intermediate proficiency in Microsoft Office products, especially Word, Excel, and Outlook
- Ability to read, analyze, and reconcile financial reports
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