Job Description
Our client is seeking a P&C licensed,dedicated, and proactive Commercial Lines Assistant Account Manager to join their team.
Benefits
- Competitive salary : $55-70K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications
- Active P&C License
- Proven experience in account management, preferably in a small business or B2B context.
- Proficiency in CRM softwareand Microsoft Office Suite.
- Adaptability and willingness to learn in a fast-paced environment.
Responsibilities
- Build and maintain strong relationships with a portfolio of small business clients. Serve as the primary point of contact, addressing their inquiries, concerns, and needs promptly and effectively.
- Collaborate with clients to understand their business objectives, challenges, and opportunities. Conduct thorough needs assessments to recommend appropriate products, services, or solutions that align with their goals.
- Work closely with internal teams to develop customized proposals, quotes, and packages that meet the specific requirements of each client.
Coordinate the implementation of solutions and ensure seamless delivery.
- Identify opportunities for account expansion and upselling. Present additional products or services that can add value to the client's business, driving revenue growth for both the client and the company.
- Provide clients with training and guidance on utilizing our products and services effectively. Ensure clients are well-equipped to maximize the benefits of their partnership with our company.
- Address any challenges or concerns raised by clients promptly and professionally. Collaborate with internal teams to resolve issues and provide timely updates to clients.
- Monitor key performance metrics and indicators for each client's account. Regularly review progress against established goals and develop strategies to enhance client success.
- Stay informed about industry trends, competitors, and market developments that could impact our clients. Use this information to provide clients with valuable insights and recommendations.
- Maintain accurate and up-to-date client records, interactions, and account details in our CRM system.
LI-RM9
LI-Hybrid
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