Account Manager acting as primary contact for clients, ensuring campaign success and long - term growth at Charity Link. Engaging with clients and driving campaign delivery and improvement.
About the role
- Personal Lines Account Manager providing best-in-class service in personal insurance for standard clients. Building relationships, managing accounts, and ensuring proper coverage for clients.
Responsibilities
- Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
- Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly
- Participating in the retention of renewal business.
- Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities
- Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
- Reviewing current policies and providing recommendations regarding carrier placement options.
- Utilizing department workflows and a network of industry contacts to determine appropriate coverage
- Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s
Requirements
- 3 - 5 years’ experience of Personal Lines client management experience
- Valid P&C brokers’ license
- Industry specific designations preferred- CISR, CIC or similar
- Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
- Extensive knowledge of Personal Lines underwriting coverage and procedures
- Ability to clearly articulate these products/plans to clients and underwriters
- Understanding of marketplace trends and best practices to best meet client needs
- Possess excellent verbal and written communication skills
- Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
- Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
- Exceptional organization and time-management skills
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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