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Specialty Insurance \ Reimagined
Account Manager
Location
United States
Posted
59 days ago
Salary
0
Seniority
Senior
Job Description
Account Manager
Novatae Risk Group
• Cultivate and maintain strong relationships with clients, understanding their unique insurance needs. • Serve as the primary point of contact for client inquiries, concerns, and policy changes. • Collaborate with underwriters to tailor insurance solutions to meet client requirements. • Oversee the entire policy lifecycle, from initial client engagement to policy issuance and renewals. • Review policy terms, conditions, and coverage options, ensuring accuracy and compliance. • Proactively address policy-related issues and coordinate with the appropriate teams to resolve them. • Conduct in-depth risk assessments to identify potential exposures and coverage gaps. • Analyze market trends, insurance products, and competitive offerings to make informed recommendations. • Ensure compliance with all relevant insurance regulations and guidelines. • Maintain accurate and up-to-date client records, policy documentation, and communication logs.
Job Requirements
- Prior experience in Wholesale Insurance or a related field is highly desirable.
- Demonstrated success in managing client relationships and insurance portfolios.
- A valid insurance license, as required by state regulations.
- Relevant industry certifications, such as Certified Insurance Counselor (CIC), are a plus.
- Strong interpersonal and communication skills.
- Excellent problem-solving and analytical abilities.
- Proficiency in insurance software and CRM systems.
- Attention to detail and a high level of accuracy.
- Ability to work effectively in a team environment.
- Professional judgment and reliability, including consistent follow-through and accountability.
- Adaptability and flexibility in a fast-paced, production driven setting.
- Effective time-management and organizational skills to balance multiple priorities.
- Proactive mindset and initiative, with the ability to anticipate needs and identify solutions.
- Emotional intelligence and professionalism when interacting with colleagues, clients, and partners.
- Clear written and verbal documentation skills for accurate internal communication and recordkeeping.
- Strong ethical standards and respect for confidentiality and compliance requirements.
- Willingness to learn and grow, including staying current with industry practices and internal procedures.
Benefits
- Equal Employment Opportunity: celebrating and supporting diverse backgrounds and experiences
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• Building relationships with existing client base to ensure they are engaged with their service • Ensuring your clients are getting the highest return on their investment from their service • Strategically partnering with your clients to understand their key security related business challenges and initiatives • Partnering with internal teams to manage and retain client relationships and build client loyalty • Ensuring client satisfaction, retention, operational efficiency and quality of service • Growing existing business with product portfolio and additional services. • Onboarding new clients and continuing to engage on a quarterly basis with business reviews. • Contributing to the sales team and customer success team for business initiatives and training support. • Working towards and achieving targets • Building relationships with senior level individuals across accounts • Collaborating with others to overcome challenges whilst working in a fast paced and dynamic environment • Planning and organizing your time effectively • Delivering customer service and passionate about delivering value to clients • Communicating a clear and concise message verbally or via email • Developing pipeline and managing sales cycle for growth within existing accounts for Tier S/1 accounts
• Identify and pursue opportunities for business growth in the assigned territory • Develop and execute sales strategies to achieve revenue targets • Build and maintain relationships with key stakeholders, including customers, distributors, and partners • Develop account plans that identify opportunities for growth and outline strategies for achieving revenue targets • Conduct regular business reviews with key customers and distributors to review performance metrics, identify areas for improvement, and align future goals and objectives • Identify and pursue new business opportunities within existing accounts, as well as new accounts that fit the company's ideal customer profile • Negotiate contracts and pricing agreements with key customers, ensuring that all terms and conditions are mutually beneficial and consistent with company objectives • Serve as an expert in specific industries (building off successes in previous roles), staying up to date with industry trends, competitors, and regulatory issues • Collaborate with cross-functional teams to develop and execute industry-specific sales strategies, including product development, pricing, and marketing campaigns • Provide industry-specific insights and thought leadership to the overall sales organization, helping to differentiate the company's offerings and win new business in the market • Build and maintain relationships with key industry organizations and influencers, representing the company at industry events and conferences • Monitor and analyze customer and market trends, providing insights and recommendations to the sales team and cross-functional partners to drive sales growth and improve customer satisfaction • Maintain accurate records of all customer interactions, sales activities, and deal information in the company's CRM system • Maintain accurate sales records and reports based on individual performance to targets
Are you an experienced freight broker with your own book of business? Pearce Worldwide Logistics is seeking established, professional freight agents to join our growing organization. Founded in 1981, we are a family-owned freight brokerage known for stability, strong operational support, and long-term agent success. We provide the technology, financial backing, and high-level support you need to grow your business and maximize your earnings. Why Join Pearce Worldwide Logistics? Top Commission: Keep 70% of the gross profit with a transparent commission structure No Fees: Free TMS, load boards (DAT, Truckstop, Sylectus), and full back-office support Fast Pay: Weekly settlements paid promptly after customer invoicing Remote Freedom: Work from anywhere with complete control of your business Growth Support: Experienced support team focused on helping you scale your book of business Carrier Support: Quick pays, fuel advances, and in-house credit approvals If you’re ready to earn more, operate independently, and partner with a brokerage built for serious freight professionals, Pearce Worldwide Logistics is the team for you. Apply today and let’s move freight together!
Are you an experienced freight broker with your own book of business? Pearce Worldwide Logistics is seeking established, professional freight agents to join our growing organization. Founded in 1981, we are a family-owned freight brokerage known for stability, strong operational support, and long-term agent success. We provide the technology, financial backing, and high-level support you need to grow your business and maximize your earnings. Why Join Pearce Worldwide Logistics? Top Commission: Keep 70% of the gross profit with a transparent commission structure No Fees: Free TMS, load boards (DAT, Truckstop, Sylectus), and full back-office support Fast Pay: Weekly settlements paid promptly after customer invoicing Remote Freedom: Work from anywhere with complete control of your business Growth Support: Experienced support team focused on helping you scale your book of business Carrier Support: Quick pays, fuel advances, and in-house credit approvals If you’re ready to earn more, operate independently, and partner with a brokerage built for serious freight professionals, Pearce Worldwide Logistics is the team for you. Apply today and let’s move freight together!


