Key skills
CommunicationAccount Management
About this role
Role Overview
- Work with Advisors/Client Executives and Account Executives to service client accounts
- Manage renewal and marketing process
- Prepare materials for presentations and communications
- Develop relationships with clients and carrier contacts
- Support the Account Management Team as assigned
Requirements
- More than 3 years of industry and Commercial Lines Insurance servicing preferred
- Recent experience at a retail insurance brokerage or independent insurance agency required
- BA/BS preferred
- High school diploma or equivalency required
- Property & Casualty Broker's License required upon hire
- Experience with EPIC or related agency management system
- Excellent written communication skills
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Flexible hybrid schedule