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 : $45-75K
• 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.
• 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.

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Last updated : 2024-04-23