Account Manager

Mission of the Personal Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers. Key Responsibilities of This RoleMaintain a retention rate of 90% on your book of businessProactively reach out to clientsConduct ongoing account reviews for your designated portion of the businessWork efficiently and effectively with clients on their policiesEffective account roundingGenerate referrals for personal lines and other departmentsEducate the clients about the benefits of having our agency as their agencyProactively call canceled business to try to win them back immediatelyGenerate additional revenue on the book of businessReview accounts when clients call in and work to improve coverage both through endorsements and coverage increasesIdentify account rounding opportunities and proactively pursue themIdentify coverages that clients have with other agentsGenerate demand for coverages the client didn't know they needed (i.e. boat, umbrella, etc.)Consistently share the agency's referral program with clientsConduct account reviewsComplete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gapsContact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketingFollow agency remarketing guidelines Provide outstanding inbound service on claims, billing questions and endorsementsWork to manage clients' expectationsFollow up via phone or email with clientsUse every opportunity to confirm and update client contact information Educate clients on the benefits of using our agencyService Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposuresDocument the management systemFollow agency service standards on follow up and follow throughPositive attitude and efficient work ethicWork to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractionsPossess and maintain a positive mental attitude, including positive working relationships with clients and agency personnelConduct audits on new business files Check new business files for accuracySend any onboarding materials to clients post-saleUpdate any missed new business itemsSell new business for the agencyTake new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours laterFollow the agency sales processFollow up according to the sales processHold the target agency closing ratioWork to support the marketing and branding team in the following ways:Suggest blog, email and social media topics to the marketing departmentShare agency social media posts on personal social networksParticipate in pictures and agency branding opportunities when invitedAsk for google reviews.Other responsibilities as directed by your managerDesired Outcomes of This Role●      Achieve a client retention rate of 90% or higher and expand the book of business by providing exceptional service, managing policies effectively, and uncovering new coverage opportunities.●      Increase revenue by leveraging account rounding, generating referrals, and educating clients on comprehensive coverage plans.●      Enhance client trust and agency value through proactive education on the benefits of selecting the agency, facilitated by thorough account reviews and clear communication.●      Ensure high operational efficiency and client satisfaction with accurate documentation, streamlined processes through technology, and strong client and team relationships.

Created: 2025-03-01