The Bulow Group

Account Manager

• Serve as a strategic partner to every client in our book of business, including but not limited to: Conducting consistent, well-prepared meetings on a regular cadence
• Identifying core challenges each client faces and delivering practical solutions
• Driving client retention through deliberate, thoughtful action
• Capturing, organizing, and maintaining relationship intelligence with precision
• Maintain current expertise in personal line plan structures, riders, compliance obligations, regulatory changes, and market trends.
• Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.
• Proactively lead the renewal process keeping clients informed throughout.
• Act as an educator and resource for clients
• Manage the end-to-end service workflow for our personal lines book of business
• Pursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designations
• Take on additional responsibilities as needed

Senior Account Manager – Personal Lines