Account Manager managing client accounts for NFP, providing risk and wealth management solutions. Collaborating with Advisors and Executives to service client needs.
Responsibilities
Works proactively to maintain relationships with carrier and client contacts.
Lead client meetings for accounts assigned to them.
The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
Creates and maintains client files in accordance with office procedures.
Responsible for keeping client policy records in the agency management system.
Will have an assigned book of business.
Requirements
Typically, more than 2 years of Personal Lines experience
Recent retail brokerage or agency experience is required
Experience with East Coast markets preferred
EPIC agency management system or similar system experience is required
HS Diploma or equivalent is required; additional education and/or related training is preferred
Support international distribution strategies for Globo in the US and Latin America. Conduct complex negotiations and manage strategic client relationships.
Sales Account Manager for SABIC in Eastern Europe focusing on business development and customer relationships in the competitive plastics market. Leading profitable growth and strategic sales initiatives in Poland.
Account Manager managing B2B SaaS client relationships at JustPark. Focus on customer retention and growth with upselling strategies and contract management.
Account Manager serving as primary contact for MOO's Business clients. Onboarding new clients and managing existing relationships across a hybrid work environment.
Manager of Economic Development overseeing workforce partnerships and grant management at Massachusetts Life Sciences Center. Collaborating with teams to execute competitive strategies for life sciences ecosystem growth.
Account Manager engaging with clients and media agencies to drive new business and partnership growth at Prisjakt. Fostering relationships and influencing product development with customer insights.
Account Manager gérant un portefeuille clients en Italie pour Treezor. Responsabilités incluent gestion de projet, réunions clients et satisfaction client.
Channel & Partnerships Manager responsible for driving partner ecosystem growth in Spain for Silae. Building partnerships and executing strategies in the payroll advisory space.
Account Manager overseeing customized health insurance quotations and sales strategies in SaaS solutions. Driving commercial success and delivering actionable business insights for stakeholders.