Responsibilities

• Cultivate and maintain relationships with new and existing clients
• Analyze clients' insurance needs and develop comprehensive risk management strategies
• Negotiate and place policies with insurance carriers to meet clients' coverage requirements
• Collaborate with underwriters and producers to ensure timely and accurate policy issuance and account management
• Review and analyze insurance contracts, endorsements, and audits to identify discrepancies and ensure accuracy
• Keep abreast of industry trends, insurance products, and market changes to provide proactive and innovative solutions to clients
• Provide exceptional customer service and respond promptly to client inquiries and service requests
• Develop and implement retention strategies to increase client satisfaction and maintain a high level of client retention
• Meet and exceed sales targets and revenue goals through cross-selling opportunities and account rounding

Qualifications

• Bachelor's degree in Business, Finance, or related field (or equivalent work experience)
• 3+ years of experience in commercial insurance account management or related field
• Proven track record of success in cultivating and managing commercial insurance accounts
• Strong understanding of commercial insurance products, coverages, and underwriting processes
• Excellent communication, negotiation, and presentation skills
• Proficiency in insurance agency management systems and Microsoft Office suite
• A valid insurance license and relevant industry certifications (e.g., CIC, CRM) is a plus

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