Account Manager
On-siteMount Pleasant, South Carolina, United States
Job Summary
Manage policy maintenance and service for assigned mid-size to large accounts, ensuring high client retention through proactive relationship management and timely issue resolution. Collaborate with client advisors to review exposures, determine carrier fit, and prepare proposals from risk and insurance perspectives. Handle initial claim reports, monitor carrier activities for fulfillment, and complete account reviews to round out insurance portfolios with additional commercial and personal lines. Solicit referrals, refer clients to the Benefits Department, and keep customers updated on pending industry changes. Coach junior members, lead team initiatives, and maintain confidentiality while adhering to agency standards.
Required Qualifications
- Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
- Must have a high level of understanding accounting or strong math skills
- High degree of critical thinking; ability to problem solve when the answer is not readily apparent
- Demonstrated attention to detail, producing outcomes with minimal errors
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
- Knowledge of Agency Management Systems
- Bachelor's degree and/or 5+ years commercial insurance experience or recognized equivalent
- Hold and maintain appropriate state Property and Casualty Insurance License for South Carolina
- Initiate, obtain, and maintain (CISR elite, CIC, or other advanced designations)
Desired Qualifications
- Applied Epic a plus
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