Account Manager, Preferred Client Group - Personal Lines

Relation Insurance

Charlotte, NC

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JOB DETAILS

SKILLS

Accounting, Contract Requirements, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Customer Training, Insurance, Management Strategy, People Management, Resolve Customer Issues, Risk Management, Sales Management, Strategic Planning, Underwriting

LOCATION

Charlotte, NC

POSTED

1 day ago

The Account Manager, Preferred Client Group - Personal Lines manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY - Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures. Partners in the strategic development of insurance plans tailored to client needs. Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. Strategically manages the remarketing of renewals to ensure high account retention rates. Oversees the preparation of client prop...Account Manager, Manager, Personal, Client Service, Insurance, Client Relations, Accounting

Account Manager, Preferred Client Group - Personal Lines

Relation Insurance

Charlotte, NC

About the Company

Relation Insurance

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