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Manage complex commercial lines insurance accounts, handle renewals, negotiate terms with underwriters, ensure policy accuracy, mentor and delegate to junior account staff, maintain client satisfaction and electronic records, and support special projects and team training.

Manage a book of commercial insurance accounts, deliver client service, handle renewals, quotes, policy changes and invoicing. Maintain relationships with underwriters, delegate to associate account managers, ensure accurate policy documentation and electronic records, and train team members on coverage and exposures. Follow broker best practices to retain clients and support producers in new business opportunities.

Manage affluent personal insurance clients through risk analysis, renewals, policy changes, and client advocacy. Handle day-to-day service requests, conduct annual reviews, market renewals, assist producers with proposals, and cultivate referral relationships with wealth managers and other centers of influence to retain and grow business.

Manage a complex commercial lines book: service clients, handle renewals and quotes, negotiate with underwriters, ensure accurate policy documentation, supervise associate account managers, and maintain electronic records following broker standards.

Sell employee benefits and other insurance products to businesses by prospecting, cold-calling, presenting solutions, closing new business, cross-selling, and retaining clients. Maintain client relationships, meet sales targets, obtain required state licensing, and work with HUB regional and corporate resources to grow book of business.

Ensure broker standards through audits, EPIC data analysis, report generation, SOP creation and enforcement, internal audits, training recommendations, SharePoint management, ticketing support, and cross-team collaboration to improve operational quality.

The Account Manager manages insurance accounts, providing client services, facilitating renewals, and maintaining relationships with clients and underwriters.

Manage day-to-day insurance account operations, execute client renewals, and ensure accurate policy information in the agency management system.

Manage a complex commercial-lines insurance book: serve clients, handle renewals, obtain and review quotes, negotiate with underwriters, ensure accurate policy binding and records, delegate to associate account managers, and support producer presentations to retain and grow business.

The Account Manager oversees insurance accounts, providing professional service to clients and resolving complex service issues while collaborating with HUB teams for retention and business growth.