Combined Agents of America, LLC

Account Manager

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support
• Anticipate, respond to, and follow up on all existing client needs
• Actively partner, network, and plan for new clients and business opportunities
• Monitor, review, and report on key metrics to ensure sales targets are achieved
• Execute sales activity documentation quickly, accurately, and professionally
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed
• Support and prepare clients for renewal and retention and maintain strong client relationships
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

Commercial Lines Account Manager

• Maintain solid customer relationships by handling customer inquiries and concerns
• Provide service to existing clients related to updating policies, providing quotes, taking payments, and answering questions
• Resolve product or service issues by clarifying the customer's concern
• Review policies; verify accuracy and facilitate corrections
• Maintain records of customer interactions and transactions
• Collaborate with team members and mentor staff

Senior Personal Lines Account Manager

• Responsible for maintaining solid customer relationships by handling customer inquiries and concerns
• Processing renewals, billings, cancellations and reinstatements in a timely manner
• Effectively and professionally handle all client inquiries and requests
• Seek assistance from Senior Personal Lines Account Managers when appropriate
• Follow Personal Lines policies and procedures when completing work tasks