Account Manager - Property & Casualty

Position Summary
Account Managers are responsible for assisting Sales Executives in the servicing and development of their clients’ and prospects’ P&C insurance programs.

Key Responsibilities

Accompany the Sales Executive on prospect and renewal presentations and service plans

Implement/monitor clients’ service plans

Analyze insurance data to ensure that clients have the appropriate coverage

Build and maintain relationships with clients to include providing high-quality service/prompt responses

Ensure timely premium collection from clients

Develop relationships with underwriters to negotiate premiums, terms, and conditions on behalf of the client

Develop marketing plans to ensure the best P&C insurance programs

Round out accounts by selling additional coverages that clients need

Provide assistance to the Associate Account Executives in training

Other duties as assigned

Requirements
Skills/Qualifications

BA or BS or applicable job experience

1-3 years experience in P&C or related field

Must hold a current resident P&C license within 30 days of being hired. A pre-licensing course is provided.

Employees have a maximum of two attempts to pass the exam. If employee fails to pass within two attempts employment will be terminated.

Maintain continuing education credits as needed

Must have strong Outlook, Word, and Excel Skills

Ability to work in a fast-paced environment while adapting to changing deadlines and priorities

Excellent verbal and written communication skills required

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. This position involves sitting most of the time, but may involve walking or standing for brief periods of time.

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