Connecticut Licensed Account Manager

A company is looking for an Account Manager, Affluent Personal Lines (N.East-hybrid or remote). Key Responsibilities Develop relationships with carrier and client contacts and participate in meetings Prepare requests for proposals and draft renewal presentations Review proposals for accuracy and maintain client files in the agency management system Required Qualifications, Training, and Education High school diploma or equivalent required; additional training or education preferred More than 3 years of industry and product line experience Experience with Personal Lines/PCG coverage required Proficiency in Outlook, Word, and Excel; CRM experience required Property & Casualty Broker's License required upon hire

May 28, 2025 - 23:20
 0
Connecticut Licensed Account Manager
A company is looking for an Account Manager, Affluent Personal Lines (N.East-hybrid or remote). Key Responsibilities Develop relationships with carrier and client contacts and participate in meetings Prepare requests for proposals and draft renewal presentations Review proposals for accuracy and maintain client files in the agency management system Required Qualifications, Training, and Education High school diploma or equivalent required; additional training or education preferred More than 3 years of industry and product line experience Experience with Personal Lines/PCG coverage required Proficiency in Outlook, Word, and Excel; CRM experience required Property & Casualty Broker's License required upon hire