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Insurance Account Manager

2 months ago

Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job Description

Job Title: Account Executive

Company: Marshall & Sterling Inc

Job Type: Full-time

Location: Remote

Job Category: Insurance

About Us: Marshall & Sterling Inc is a leading insurance agency providing comprehensive insurance solutions to individuals and businesses.

Key Responsibilities:
  • Manage a portfolio of client accounts, providing exceptional customer service and ensuring timely renewal of policies.
  • Develop and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
  • Work closely with sales executives to identify new business opportunities and expand existing client relationships.
  • Stay up-to-date with industry developments, regulatory changes, and product updates to provide expert advice to clients.
  • Collaborate with internal teams to ensure seamless delivery of services and meet client expectations.
  • Conduct regular client reviews to assess satisfaction and identify areas for improvement.
  • Develop and implement strategies to increase client retention and acquisition.
  • Maintain accurate records and reports, ensuring compliance with regulatory requirements.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
Requirements:
  • Bachelor's degree in a related field (e.g., business, finance, insurance).
  • Proven experience in account management, sales, or a related field.
  • Strong understanding of insurance products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Proficiency in Microsoft Office and other relevant software.
  • Valid driver's license and a clean driving record.
What We Offer:
  • Competitive salary and commission-based compensation.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.