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Account Manager

Account Manager

Combined Agents of AmericaMilwaukee, WI, US
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Account Manager

The Account Manager at Eitzen Insurance Group is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits / Perks

  • Competitive Pay
  • Professional Development
  • Job Stability in a Growing Industry

Responsibilities

  • Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively partner, network, and plan for new clients and business opportunities.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Support and prepare clients for renewal and retention and maintain strong client relationships.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
  • Review client audits, verify and facilitate corrections as needed and maintain A / R and billing

    • Qualifications

  • Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
  • Possess a valid driver's license and a source of reliable transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
  • Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
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    Account Manager • Milwaukee, WI, US

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