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About the Role

The Account Manager will be responsible for managing client accounts, maintaining strong relationships with clients, identifying client needs, and ensuring satisfaction. Daily tasks involve coordinating policy renewals, guiding clients through coverage options, liaising with insurance carriers, and resolving client inquiries and escalations. The role also includes analyzing insurance policies and providing recommendations to meet client goals and requirements.

Responsibilities

Manage client accounts
Maintain strong client relationships
Identify client needs
Ensure client satisfaction
Coordinate policy renewals
Guide clients through coverage options
Liaise with insurance carriers
Resolve client inquiries and escalations
Analyze insurance policies
Provide recommendations to meet client goals and requirements

Requirements

Client Relationship Management skills
Customer Service skills
Knowledge of Insurance Policies
Knowledge of Risk Management
Proficiency in CRM Tools
Proficiency in Microsoft Office Suite
Strong Communication abilities
Strong Organizational abilities
Strong Problem-Solving abilities
Ability to work independently
Ability to work in collaboration with team members
Experience in the insurance industry is a plus
Property and Casualty Insurance License or willingness to obtain it within a specified time frame
Bachelor's degree in Business, Finance, or a related field (preferred)

Skills

Client Relationship Management
Customer Service
Insurance Policies
Risk Management
CRM Tools
Microsoft Office Suite
Communication
Organization
Problem-Solving

Location

Port Austin, MI

Work Type

Full-time
Hybrid
Remote flexibility

Education Level

Bachelor's degree in Business, Finance, or a related field (preferred)

Salary/Compensations

$75,000 - $100,000 a year

About the Company

Our company is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of clients.
We are part of one of the largest global insurance brokerages.
We focus on delivering personalized service and risk management expertise.
Our team of professionals works collaboratively to design solutions that protect and empower businesses, families, and individuals.
We have a strong commitment to client satisfaction.
We help navigate the complexities of insurance with integrity and care.