Client Services Account Manager responsible for tailored strategies in affiliate marketing for financial institutions. Focused on driving client success while collaborating with cross - functional teams.
About the role
- Commercial Lines Account Manager at King Risk Partners, identifying and acquiring new business revenue. Conducting client assessments and negotiating insurance terms in a hybrid environment.
Responsibilities
- Responsible for the identification and successful acquisition of new business revenue
- Conduct client and prospect appointments to assess business and insurance needs
- Submit, rate, quote, and place quality new business in accordance with guidelines
- Negotiate coverage and pricing terms to provide optimal insurance program
- Develop and convey formal proposals of insurance with details of coverages and limits
- Maintain accurate client documentation and reduce agency exposure to Errors and Omissions
- Complete and maintain required pipeline, activity and sales related reports
Requirements
- Active property and casualty license
- 3-5+ years of successful and documented insurance sales experience
- Proficient knowledge in Microsoft Windows Suite
- Ability to daytime travel (60%)
- Must possess a valid US Driver's License and minimum state required vehicle insurance
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k) with employer match
- Short-Term Disability (employer paid)
- Long-Term Disability (employer paid)
- Life Insurance
- Employee Assistance Program
- Generous PTO Policy
- Tuition Reimbursement
- Employee Referral Program
- Growth and advancement opportunities
Job title
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Experience level
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Degree requirement
Location requirements
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