Job description
Daily responsibilities include responding to client inquiries, processing policy changes, preparing quotes and renewal proposals, and coordinating with carriers to obtain competitive coverage options. The role also involves reviewing policies for accuracy, assisting with claims support, maintaining up-to-date client records in agency systems, and ensuring timely billing and payments. The Account Manager will collaborate closely with producers and other team members to support client retention, identify cross-selling opportunities, and provide proactive service that aligns with agency standards.
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