Responsible for working with Advisors/Client Executives and Account Executives to service client accounts.
Day-to-day client servicing for a specific set of clients.
Manage the renewal and marketing process.
Prepare materials for presentations and communications.
Develop relationships with clients and carrier contacts.
Work proactively to effectively deliver services to clients.
Support the Account Management Team as assigned.

Associates degree (or equivalent), and BA/BS preferred
More than 3 years’ client service and/or industry and product line experience
Property and Casualty insurance license required.
Highly organized with excellent verbal and written communication skills.
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology.

Account Manager II

Key skills