Personal Lines Account Manager responsible for maintaining client relationships and insurance needs. Ensuring outstanding service and handling account updates in the insurance sector.
Responsibilities
Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
Review exposures and current insurance program for assigned clients
Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
Work with producers with the development and decisions about plans of action and coverages for new accounts
Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)
Complete account reviews
Requirements
3-5 years of prior insurance industry experience preferred
High school diploma or the recognized equivalent, required
Maintain P&C License, required
Proficient in the use of Windows programs including Outlook, Word and Excel
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Lead strategic partnerships at Meliá Hotels International within wellness and sports sectors. Collaborate for impactful commercial agreements and enhance brand visibility globally.
Account Manager leading the commercial strategy for public sector clients at Click TI. Focusing on Data Center, infrastructure, and security solutions.
Account Manager supporting client account teams in delivering strategic communications services at bipartisan public affairs firm in Washington, DC. Coordination of projects and building client relationships.
Account Manager responsible for expanding and increasing revenue from a portfolio of high - potential clients. Key focus on building relationships and driving growth within the client base, while utilizing analytical insights.
Go - to - Market Lead managing commercial partnerships to drive gyde's growth. Collaborating with CEO on GTM strategies and customer lifecycle management.
Account Manager optimizing SEA & Social Ads campaigns for clients in a growth agency. Driving digital acquisition strategies and analyzing performance metrics with clients.
National Account Manager driving growth for MOMA in the UK foodservice wholesale market. Managing existing relationships and developing new business opportunities to enhance market position.
Manager, Product Management leading data - focused technology solutions through innovative partnerships at Capital One. Involves cross - functional collaboration and strategic roadmap execution.
VP, Managing Director managing a book of business of defined contribution plans. Building relationships with clients and Fidelity personnel to deliver excellent service and solutions.
High - Net - Worth Insurance Account Manager overseeing and expanding affluent clients' portfolios. Managing relationships, advising on risks, and ensuring insurance needs are precisely met at Duncan Financial Group.