Insurance Account Portfolio Manager
1 week ago
First MainStreet Insurance, L.C. is seeking a skilled Insurance Account Portfolio Manager to join our team.
Estimated Salary: $65,000 - $90,000 per year
Job DescriptionThis role is responsible for maintaining relationships with valued clients by providing exceptional insurance protection services. The successful candidate will manage a portfolio of accounts, ensuring client satisfaction and retention.
- Develop strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact.
- Regularly communicate with accounts to proactively address concerns, gather feedback, and identify opportunities for account growth.
- Manage assigned accounts, ensuring all deadlines are met and information is accurately reported.
- Seek opportunities to round out accounts, minimizing client risk through comprehensive insurance coverages.
- Monitor account satisfaction levels, taking proactive measures to ensure high levels of retention.
- Market new business and/or renewal business, working closely with internal teams.
- Manage all account work in our agency management system (EPIC), ensuring data accuracy.
- Stay up-to-date on industry trends, market conditions, and competitors.
- Maintain confidentiality of client and carrier information.
To be successful in this role, you will need:
- Proven experience in account management, customer relationship management, or sales.
- Proficiency in utilizing Microsoft Office and other applications to maximize efficiency.
- Ability to quickly learn and adapt to new software and systems.
- Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders.
- Strong organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously.
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