Agency Account Manager Job Description Template
Our company is looking for a Agency Account Manager to join our team.
Responsibilities:
- Discuss, review and process policy change and endorsement requests with insureds and carriers;
- Present and discuss new business quotes and renewal quotes with customers, followed by binding process to ensure coverage is secured;
- Accountable for the service and maintenance of renewal accounts to meet or exceed retention requirements;
- Perform special projects as directed by management;
- Prepare and provide summary of coverage(s) and certificates of insurance as requested;
- Exemplify the company’s core values, support the Agency’s overall business plan and revenue objectives.
Requirements:
- Desire to do the best work of your career;
- Experience managing several accounts and/or projects simultaneously;
- Strong ability to prioritize for self and others;
- A minimum of 4 years of agency experience managing integrated accounts at an agency;
- Upbeat and positive attitude;
- Experience creating and managing budgets for projects covering all of the above;
- Passion for creativity, advertising and innovation;
- Exceptional written and verbal communication skills with a great attention to detail;
- Experience in project management software is a plus;
- A thorough understanding of the agency process and agency/client relationship model;
- A strong ‘self-starter’ mentality and sense of responsibility.