Salary
💰 $75,000 - $85,000 per year
About the role
- Manage overall service responsibility and relationship management for a Book of Business potentially in conjunction with a Client Advisor.
- Serve as the main point of contact for the clients in the book of business.
- Travel to meet with clients in person as needed to maintain the highest level of service and connectivity.
- Develop and maintain coverage strategies for clients.
- Mentor Account Managers and provide guidance on routine responsibilities.
- Advise clients on exposure analysis associated with their risk.
- Ensure high client retention through effective communication and service.
- Conduct contract reviews and coordinate loss control and claims resources.
- Respond to coverage inquiries and design insurance programs tailored to client needs.
- Prepare and present proposals, stewardship reports, and renewal strategies.
- Participate in renewal marketing and negotiations with carriers.
Requirements
- Minimum of 3 years of transferrable experience servicing large commercial accounts
- High School Diploma or College degree (preferred)
- Active P & C license
- Expert level Excel skills
- Strong knowledge of insurance products, policies, and procedures
- Strong problem-solving skills
- Must have the ability to handle multiple and changing priorities in a fast-paced team environment
- Strong interpersonal skills and the ability to build and maintain relationships with clients.
- Health insurance
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Excelinsurance productsinsurance policiesinsurance proceduresrisk exposure analysiscontract reviewclaims coordinationproposal preparationrenewal strategiesnegotiation
Soft skills
relationship managementmentoringcommunicationproblem-solvingprioritizationinterpersonal skillsteam collaborationclient retentionservice orientationadaptability
Certifications
P & C license