Account Manager II

Client Management
Manage a defined Personal Lines book of business, serving as the primary day-to-day partner to clients.
Lead new business marketing and renewal strategies, including quoting, negotiation, policy review, endorsements, audits, and comparative analysis of carrier options.
Build and deepen client relationships through proactive communication, responsiveness, and thoughtful service.
Collaborate closely with Producers/Advisors to present solutions that balance coverage needs, risk appetite, and cost.
Maintain strong relationships with underwriting partners to support efficient and effective marketing results.
Support internal team members through clear communication, organized workflows, and thorough follow-through.
Operational Excellence
Champion consistent processes, high-quality submissions, and accurate data entry to support departmental efficiency.
Uphold TIG’s standards for service, professionalism, and responsiveness.
Identify opportunities to streamline workflows, enhance the client experience, and reduce friction points.
Review client accounts for gaps in coverage.
Recommend appropriate additional products and coverage enhancements.
Support in cross-selling opportunities within the agency.
Contribute to a positive, steady, team-oriented culture through collaboration and reliability.

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