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Account Manager
1 month ago
Condominium Insurance Solutions is seeking an experienced professional to manage a book of business, provide exceptional client service, and collaborate with producers to obtain and expand business.
Key Responsibilities:- Manage renewal book of business while adhering to best practices and standard procedures.
- Collaborate with producers and Condo Insurance staff on client service, marketing, and renewal efforts.
- Develop account plans in advance of renewals and maintain a high retention rate.
- Provide timely responses to clients and partners and coordinate plans for existing clients.
- Identify and pursue cross-selling opportunities, contributing to departmental production goals.
- Prepare proposals for prospects and stewardship reviews, as well as manage account documentation.
- Review clients' current coverage, exposures, loss experience, and analyze risk to determine product/service requirements.
- Maintain up-to-date workflow documentation and ensure accurate and timely servicing and billing of accounts.
- Participate in cross-sell campaigns and other initiatives, actively develop knowledge of related insurance products, and maintain positive working relationships.
- Minimum 5 years of commercial insurance experience required.
- R.I.B.O. license required; C.I.P. or C.A.I.B. designation(s) preferred.
- Client development/relationship management experience, solid understanding of policy wordings/coverages.
- Ability to mentor others, negotiate effectively, and possess strong written and oral communication skills.
- Advanced skills in Outlook, Excel, Word, and EPIC.
Condominium Insurance Solutions is committed to diversity, equity, and inclusion. We value human differences and similarities, recognize the importance of serving diverse communities, and encourage applicants from underrepresented groups to apply.
