Account Manager

• Independently manage client relationships and accounts up to $1MM in volume revenue.
• Act as the first and primary client point of contact to provide day-to-day service by responding to client questions and requests.
• Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business. And all associated deliverables for the client.
• Manage the onboarding process of new clients.
• Manage the marketing process for prospect companies.
• Prepare and review client communications and finalize for delivery.
• Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
• Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.
• Perform thorough coverage reviews for clients.
• Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
• Perform other duties and special projects as assigned.

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