About the role
- Manage an assigned book of business
- Responsible for retaining clients through customer service
- Maintain accurate client information in systems
- Collaborate with a team that includes Producers, Sr. Account Managers, and Associate Account Managers
- Mentor, support, and train Associate Account Managers and Team Assistants
- Ensure accurate maintenance of client information in EPIC
- Accountable for administrative tasks and special projects
Requirements
- High School Degree, or Equivalent
- 3-5+ years in a Commercial Lines role on the agency side
- Experience working in the middle market with accounts averaging $15k in revenue and above
- Intermediate excel skills
- Strong communication
- P&C License
- Willingness to travel, on occasion
- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day
- Dress-Code Hybrid Work Schedule
- Service Awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
intermediate excel skills
Soft skills
strong communicationmentoringsupportingtraining
Certifications
P&C License