Account Manager/Executive

Support the sales function through account rounding of existing accounts by identifying and referring new sales opportunities to the Producer
Prepare, process, and review insurance documents, including applications, quotes, policies, and endorsements to ensure accuracy and completeness
Maintain accurate and complete account files within the agency management system, ensuring all correspondence and documentation are properly recorded
Manage activities within the agency management system to ensure appropriate follow‑up and task completion
Maintain reports of policy expiration dates to support timely renewals and servicing
Assist in collecting renewal information from clients and submitting complete and accurate information to the market
Participate directly in marketing efforts, proposals, special presentations, account renewals, and other related initiatives
Assist with servicing and monitoring prospective and current customers by communicating via phone or in person to address account‑related questions or issues
Work to maintain a 90% or greater client retention expectation
Handle or appropriately refer insured and underwriter questions to ensure timely resolution
Assist clients with audit disputes, including requesting audit worksheets from carriers as needed
Perform all duties with a strong focus on accuracy and compliance to prevent errors and omissions
Apply strong analytical and problem‑solving skills to assess risks, evaluate coverage options, and provide sound advice and recommendations
Audit prospective and current accounts to identify coverage gaps and recommend appropriate solutions.
Demonstrate the ability to lead, motivate, and delegate while working effectively within a team environment
Exhibit a strong ability to manage deadlines, including fluctuating and competing priorities
Equal Opportunity Employer
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