drjobs CommercialPersonal Account Manager

CommercialPersonal Account Manager

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1 Vacancy
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Job Location drjobs

Brentwood, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description

Job Summary

We are seeking a dynamic and driven Commercial/Personal Account Manager to join our team. This position will be responsible for overseeing a portfolio of commercial and personal accounts providing exceptional customer service and ensuring continued business growth and client satisfaction.

Responsibilities

  • Manage and grow a portfolio of commercial and personal accounts building strong relationships with clients and understanding their unique needs and objectives.
  • Serve as the main point of contact for clients providing excellent customer service and addressing any concerns or inquiries in a timely and professional manner.
  • Collaborate with internal teams to develop tailored solutions and deliver valueadded services to clients promoting longterm partnerships and business sustainability.
  • Identify new business opportunities within the existing account base and actively pursue sales and upsell opportunities to drive revenue growth.
  • Stay updated on industry trends market conditions and competitive landscape to provide strategic insights and recommendations to clients.
  • Prepare regular reports on account status performance metrics and revenue forecasts and present findings to senior management.

Qualifications/Requirements

  • Bachelors degree in business marketing or a related field.
  • Proven experience as an Account Manager preferably in commercial and personal lines insurance.
  • Strong communication interpersonal and negotiation skills.
  • Ability to multitask prioritize workload and meet deadlines in a fastpaced environment.
  • Proficiency in CRM software and other relevant tools.
  • A customercentric approach with a focus on delivering exceptional service and building lasting client relationships.
  • Understanding of financial products and services is a plus.
  • Holds an active P&C (Property and Casualty) License.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

#LIDD3


Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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