Account Manager I

General Summary :

Acts as primary account relationship manager with responsibility for overall account servicing and maintenance. Expands client relationships by analyzing, communicating and eliminating coverage gaps, ensuring that a client's risk is being managed in an optimal manner.

Essential Functions :

  • Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
  • Gathers information from client related to risk management/commercial needs and evaluates the best way to manage the client's risk.
  • Reviews with the client loss experience and current coverage. Recommends appropriate products and services.
  • Creates and presents renewal proposals to existing clients. Conducts reviews via telephone on annual basis or as appropriate to identify opportunities to cross sell other lines of coverage.
  • Responsible for growth of assigned book of business as well as client retention goals.
  • Ensures that all regulatory, compliance and transparency requirements are met and complies with all internal policies and procedures.
  • Other duties as assigned.


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