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Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Tuition assistance
- Vision insurance
Position Summary聽
Join a growing, high-performance insurance agency where you鈥檒l take ownership of an established book of high-value commercial clients and play a direct role in driving retention, client success, and organic growth.聽
We are seeking a highly motivated Account Manager to manage and grow a portfolio of high-value clients.聽 This role will act as a trusted advisor to business clients, guiding coverage strategy, strengthening relationships, and growing accounts over time.聽
The Account Manager will be supported by a collaborative team of Producers, CSRs, and carrier partners, allowing you to focus on your client relationships and strategic account management.
Key Responsibilities聽
Client Relationship Management聽
- Serve as the primary point of contact for a portfolio of聽 high-value clients聽
- Build and strengthen聽 strong relationships with key decision-makers聽
- Conduct proactive client reviews to assess coverage, risk, and evolving business and insurance needs聽
- Deliver proactive communication and consultative strategic service
聽
Renewal & Retention Strategy聽
- Lead and manage the renewal process for your assigned book of accounts聽
- Evaluate coverage, pricing, and carrier markets for best service and value to the client. 聽
- Develop and execute renewal strategies in coordination with producers and carriers聽
- Consistently achieve 95%+ retention rate 聽
- Resolve complex client issues quickly and professionally 聽
聽
Account Growth & Development聽
- Expand existing client relationships through additional product and service offerings across multiple lines of business
- Identify opportunities to broaden services and coverage within the existing client portfolio
路聽 聽 聽 聽Contribute to organic growth initiatives through strategic management of current client relationships to achieve growth targets of 105%+
Technical Expertise & Advisory聽
- Maintain strong knowledge of commercial insurance products and markets
- Analyze policies and recommend appropriate risk management聽 solutions聽
- Stay informed on market and industry聽 trends, carrier appetite, and coverage innovations 聽
- Provide consultative support to help clients evaluate risks and make informed decisions for their business goals and risk management needs.聽
Operational Responsibilities聽
- Maintain accurate documentation in agency management systems聽
- Ensure compliance with internal processes, regulatory requirements, and carrier guidelines聽
- Monitor and track performance metrics and service standards聽
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Book of Business Profile聽
- Portfolio includes a mix of VIP and high-value commercial clients
- Portfolio Size: ~150 VIP and ~300 high-value relationships聽
Performance Metrics (KPIs)聽
- 95%+ client retention
- 105%+ organic assigned book growth 聽
- Increased account penetration (cross-sell success) 聽
- Strong execution and renewal outcomes 聽
- Consistent client satisfaction and responsiveness聽
- Accuracy and compliance in documentation聽
Core Competencies聽
- Client-focused mindset聽
- Strategic thinking and decision-making聽
- Strong organizational and time management skills聽
- Attention to detail and accuracy聽
- Team collaboration and leadership聽
- Professional written and verbal communication聽
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Flexible work from home options available.
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