Account Manager
2 weeks ago
Insurance Associates of the Triad has been a trusted presence in the insurance industry since 1949, providing reliable and comprehensive insurance solutions to our clients. Our commitment to excellence, personalized service, and longevity in the business make us a distinguished agency in the Triad region.
We are seeking an experienced and dynamic Account Manager to join our team at Insurance Associates of the Triad. As an Account Manager, you will be a key contributor to the success of our agency, fostering strong client relationships, and managing a portfolio of commercial accounts.
Responsibilities:
Cultivate and maintain strong relationships with clients, understanding their insurance needs and providing personalized solutions.
Serve as the primary point of contact for client inquiries, concerns, and policy-related matters.
Oversee and manage a portfolio of commercial accounts, ensuring accuracy, compliance, and coverage adequacy.
Collaborate with underwriters to address client needs and negotiate favorable terms.
Identify opportunities for account growth and retention.
Collaborate with the sales team to generate new business and expand existing accounts.
Conduct thorough risk assessments for clients, analyzing their businesses to recommend appropriate coverage.
Stay informed about industry trends and regulations impacting clients' insurance needs.
Ensure accurate and up-to-date documentation of client interactions, policy details, and transactions.
Maintain compliance with industry regulations and internal policies.
Qualifications:
Bachelor's degree in Business, Finance, or a related field.
Proven experience as an Account Manager in the insurance industry.
Strong knowledge of commercial insurance products and coverages.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational abilities.
Relevant insurance licenses and designations (e.g., CIC, CRM) are a plus.
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