Account Manager responsible for developing strategic relationships and driving revenue growth in IT sales. Selling IT products and services to large corporate and public sector organizations.
About the role
- Account Manager providing support to sales producers in developing new business opportunities and managing client renewals in commercial insurance. Engaging in marketing, proposals, and coverage negotiations.
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
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
- Applied Epic Agency Management experience preferred but not required.
- 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
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
Not specified
Degree requirement
Location requirements
Account Manager managing customer relationships for high - potential strategic clients. Working across departments to drive product adoption and revenue growth in the banking and wealth sector.
Account Coordinator developing media and influencer strategies for global brands at Praytell agency. Hands - on role focusing on PR, media outreach, and creative brainstorming.
Personal Lines Account Manager responsible for servicing accounts and client relationships. Managing renewals, inquiries, and assisting with new business at University Bank.
Territory Manager driving HVAC sales in Fayetteville market, managing dealer accounts and fostering business partnerships. Seeking a dynamic seller to expand customer base and optimize profitability.
Director of Account Management at Progressive Leasing focusing on B2B leadership and strategic planning in employee benefits sales. Responsible for client relationship management and process optimization in a hybrid work environment.
Territory Manager promoting energy - saving air compressors and related equipment in Boston area. Responsible for customer outreach, technical expertise, and achieving sales goals.
Account Manager providing customer service and retention of accounts in senior living communities. Focus on insurance sales while traveling throughout assigned territory.
Partnerships Marketing Manager leading affiliate, influencer, and B2B2C channels for Plum's smart saving app. Focused on customer onboarding and ROI across European markets.
Account Manager overseeing assigned customers and actively seeking new sales opportunities at dLocal, empowering global brands in payments across emerging markets.