Hybrid Account Manager, Business Insurance

Posted 3 weeks ago

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About the role

  • Collaborate with our sales team, clients, and insurance carrier underwriters in order to successfully grow and retain clients
  • Act as a client consultant, providing clients with recommendations and advisory services to help them achieve their long-term goals
  • Develop and maintain working relationships with clients by managing pre-renewals, renewals, and overseeing their ongoing service needs
  • Provide consultative services to client contacts in order to account-round existing clients to meet gaps in their coverage
  • Leverage your product knowledge to maintain a high service standard for variety of clients and their product service lines
  • Conduct in-person, Zoom, and phone meetings with clients and carriers and will maintain client information using a EPIC CRM system

Requirements

  • 3 years of experience in the commercial insurance industry, brokerage experience preferred
  • Experience working with clients in a variety of industries and experience communicating with individuals at all levels of an organization
  • A bachelor’s degree or equivalent experience
  • Excellent customer service skills, organization skills, and the ability to prioritize deliverables and projects with competing deadlines

Benefits

  • Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
  • Comprehensive medical, dental and vision plans
  • 401K and company match program
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Account Manager, Business Insurance

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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