Commercial Lines Account Manager
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About The Position
The Account Manager (AM) will provide professional, courteous, and knowledgeable account management and brokerage services to assigned clients, having the primary responsibility for account retention and satisfaction. Working alongside Producers and Account Executives (aka 'Client Executives / Sales') as assigned, the AM shall be principally responsible for overseeing management of assigned accounts, servicing and maintaining existing accounts while uncovering opportunities for increasing business. The Account Manager needs to exhibit a desire and willingness to support the client and the Producer. A can-do and team-motivated attitude is vital to the long-term success. The AM will interface with a service team directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall mostly within the domain of the AM and assigned service team.
