Job Description

Overview

We are looking for a dynamic Middle Market Personal Lines Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of high net worth and middle market personal lines accounts.

Responsibilities

• Build and maintain strong, long-lasting customer relationships with high net worth and middle market personal lines clients
• Serve as the primary point of contact for all customer account management matters
• Negotiate contracts and close agreements to maximize profits
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders

Qualifications

• Proven work experience as an Account Manager, Personal Lines (High Net Worth and Middle Market)
• Solid experience with CRM software (e.g. Salesforce, Zoho CRM)
• Excellent listening, negotiation and presentation abilities
• Strong verbal and written communication skills
• BA/BS degree in Business Administration, Sales or relevant field

Day-to-day

• Communicating with clients to understand their needs and explain product value
• Collaborating with cross-functional teams to ensure the timely and successful delivery of our solutions
• Developing and executing strategies for discovering and securing new business opportunities
• Conducting business reviews to ensure clients are satisfied with their products and services
• Forecasting and tracking key account metrics

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