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Generate commercial insurance leads and sales, assess client needs, recommend coverage, calculate premiums, prepare documentation, provide ongoing customer service, resolve complaints, and meet brokerage revenue goals.

Provide service and account management for personal insurance clients: review coverage, prepare quotes and applications, maintain agency management data, develop relationships and new business from assigned leads, handle transactions and premium collections, and support departmental production and profit objectives.

The Account Manager maintains client relationships, processes changes, educates clients about insurance policies, and cross-sells services. Strong communication and problem-solving skills are necessary.

The Commercial Lines Account Manager interacts with clients, promoting insurance products, providing customer service, and managing accounts.

The Personal Lines Account Manager services and sells personal lines insurance policies, builds relationships with clients and company personnel, and maintains a property & casualty license.

Manage the operational activities of staff and accounts in large commercial segment to achieve profitability and ensure quality standards. Responsibilities include setting performance goals, coordinating account strategies, maintaining client relationships, and overseeing staff performance and department education.

Manage and service assigned personal insurance accounts: review coverages, prepare quotes and transactions, maintain agency data, develop client relationships, pursue new business from existing accounts and leads, handle premium collections, and keep current on industry trends.