Territory Manager responsible for driving profitable business growth through managing accounts and developing new business opportunities. Ensuring superior customer satisfaction and operational excellence in service delivery.
About the role
- Account Manager supporting sales producers for Acrisure's fintech services. Analyzing client needs and coordinating marketing and insurance coverage proposals.
Responsibilities
- Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
- Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
- Reviews and summarizes marketing results and prepares proposals
- Finalizes proposals and presentations in coordination with producers
- Binds insurance coverage and prepares binders and or delegates certificates issuance
- Reviews policies for accuracy and reviews contracts. Prepares summaries and/or schedules of coverage for clients
- Schedules appointments with clients as requested by sales producers
- Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
- Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
- Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
- Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary
- Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.
Requirements
- High School Diploma or the recognized equivalent is required
- Minimum 3+ years’ experience in the Commercial insurance industry or similar role, required
- Active P&C License
- Strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
- Applied Epic Agency Management experience preferred but not required.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Detail - oriented Jr. Account Manager supporting client service in group benefits. Collaborating with clients and managing data amid a hybrid work model in Toronto, Ontario.
Key Account Manager focusing on growth and new business for Castrol’s Industrial Lubricants. Responsible for customer relationships and sales metrics across California, Nevada, and Arizona.
Territory Manager building relationships and driving sales success in the foodservice industry. Managing customer relationships and collaborating with internal teams to drive growth while providing exceptional service.
Industrial Sales Account Manager at Allegro driving sales growth and managing customer relationships in the industrial market. Engaging with product portfolio and expanding market opportunities.
Leader managing strategic card partnerships and overseeing Cobrand P&L performance for Wells Fargo. Driving growth, profitability, and risk outcomes across diverse business functions.
Customer Account Management Specialist for Boeing handling collections and supplier accounts. Collaborating across teams to minimize risks and resolve issues at various locations.
Employee Benefits Account Manager responsible for managing employee benefits accounts and serving as a client contact. Providing guidance on benefit offerings and ensuring compliance with regulations.
Account Manager II overseeing financial operations for a portfolio of clients at Armanino. Ensuring accuracy, timeliness, and high - quality service delivery.
Creative Account Manager at TAYB guiding client relationships and delivering creative excellence in Saudi Arabia. Collaborating with teams to achieve strategic business objectives and ensuring high - quality outputs.