Job Description

Account Manager (80% Commercial, 20% Personal)

Job Summary

Seeking a dedicated and detail-oriented Account Manager to join a team. This role involves managing a diverse portfolio of accounts, with a focus on heavy habitational properties such as condo associations, HOAs, and townhomes. The ideal candidate will work closely with agents and virtual assistants to ensure seamless service delivery.

Compensation Package

• Salary Range: $45,000 - $62,000 annually (eligible for a raise after one year)
• Benefits:
  • Support from a team of virtual assistants
  • Positive and collaborative work environment

Responsibilities

• Manage a book of business, primarily consisting of commercial accounts (80%) and personal accounts (20%).
• Handle accounts with a focus on heavy habitational properties, including 3,900 condo associations, HOAs, and townhomes.
• Quote new and renewal business, with approximately 70% of the role involving brokerage.
• Collaborate closely with agents and virtual assistants to provide exceptional client service.
• Utilize Hawksoft software initially, transitioning to EPIC in October.

Qualifications/Requirements

• Experience: 2-3 years of relevant experience, preferably with familiarity in working with brokers and managing habitational accounts.
• Technical Skills: Proficiency in insurance management software (Hawksoft and EPIC preferred).
• Soft Skills:
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Attention to detail and problem-solving capabilities.
  • Ability to work collaboratively in a team-oriented environment.
  • Adaptability and a proactive approach to challenges.

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