Collaborate with our sales team, clients, and insurance carrier underwriters in order to successfully grow and retain clients
Act as a client consultant, providing clients with recommendations and advisory services to help them achieve their long-term goals
Provide excellent client service
Develop and maintain working relationships with clients by managing pre-renewals, renewals, and overseeing ongoing service needs
Provide consultative services to client contacts in order to account-round existing clients to meet gaps in their coverage
Leverage product knowledge to maintain a high service standard for various clients and their product service lines
Conduct in-person, Zoom, and phone meetings with clients and carriers and maintain client information using a Sagitta CRM system

3 years of experience in the commercial insurance industry, brokerage experience preferred
Experience working with clients in a variety of industries and experience communicating with individuals at all levels of an organization
A bachelor’s degree or equivalent experience
Excellent customer service skills, organization skills, and the ability to prioritize deliverables and projects with competing deadlines

Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
Comprehensive medical, dental and vision plans
401K and company match program
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

Account Manager, Business Insurance

Key skills