What are the responsibilities and job description for the Account Manager position at Diag Partners?
Commercial Lines Account Manager (Small Business preferred)
Key Responsibilities
- Account Management: Oversee day-to-day client service, including policy changes, endorsements, and annual renewals.
- Client Consultation: Review existing coverage, find risk gaps, and recommend proper personal lines products (auto, home, umbrella).
- Market and Quote: Market new and renewal business to carrier partners, compare rates, and prepare client proposals.
- Claims Support: Help clients navigate the claims process and act as an advocate with carriers.
- Account Rounding: Identify opportunities to cross-sell additional policies to protect client assets fully.
- Remote or Hybrid