Account Manager

• 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.

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