Insurance Portfolio Manager
2 weeks ago
At Skywalk Group, we're seeking an Insurance Portfolio Manager to play a key role in enhancing relationships with our valued clients.
As an Insurance Portfolio Manager, you will oversee a diverse portfolio of accounts, serving as the primary point of contact and gaining a deep understanding of each client's unique needs.
You will collaborate closely with our internal teams to deliver exceptional service and customized protection policies, developing and maintaining strong relationships with assigned accounts.
Key responsibilities include:
- Seeking opportunities to enhance understanding of insurance industry trends, market conditions, and competitors to more effectively meet account needs
- Overseeing all account activities within the agency management system (EPIC) and ensuring the accuracy of all data
- Monitoring account satisfaction levels and identifying opportunities for growth in both renewals and new business
Requirements include:
- 1+ years of account management, customer relationship management, sales, or related industry experience
- Proficiency with Microsoft Office programs; experience with service management software like EPIC is a plus
- Insurance license, or willingness to obtain within 90 days of hire (with company assistance)
We're committed to delivering an exceptional experience for our valued clients and fostering a dynamic team environment.
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