Account Manager

• 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

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