Commercial Account Manager
New
N
NFPCommercial insurance
United States, MSTFull-TimeMiddle
SalaryThe base salary range for this position is $65,000 – $80,000. In addition to the base salary, this position may be eligible for performance-based incentives.
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Job Details
- Experience
- More than 3 years’ client service and/or industry and product line experience.
- Required Skills
- Microsoft ExcelAnalytical SkillsProblem Solving
Requirements
- Have more than 3 years’ client service and/or industry and product line experience.
- Hold an associate degree or have equivalent experience; a BA/BS is preferred.
- Hold a P&C Insurance License.
- Have intermediate-level experience with Microsoft Office, specifically Word, Excel, and Outlook.
- Demonstrate strong analytical and problem-solving skills.
- Be highly organized, detail-oriented, and able to make sound independent decisions.
- Be flexible and adaptable to changing priorities, deadlines, and technology.
- Be able to handle situations calmly, courteously, and professionally.
Responsibilities
- Develop relationships with carrier and client contacts and participate in meetings as needed.
- Prepare and send requests for proposals to applicable insurance carriers.
- Spreadsheet proposal results as they are received.
- Prepare the first draft of renewal presentations.
- Lead reviews of proposals and carrier source documents for accuracy in collaboration with the Account Executive.
- Communicate directly with clients and carriers.
- Create and maintain client files in accordance with office procedures.
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