Signers National · 2 days ago
Account Manager, Select Accounts
Signers National is a leading insurance platform that provides brokerage and underwriting services. The Account Manager is responsible for client retention and servicing, ensuring excellent customer service and managing the renewal process for designated accounts.
Commercial InsuranceEmployee BenefitsFinanceInsurance
Responsibilities
Provides excellent customer service to a dedicated book of business and recommends potential enhancements and improvements to processes, products and/or policies
Proactively understands the requirements and needs of a client account and ability to multitask in a fast-paced environment
Responsible for renewing, servicing and retaining client business. Coordinates market selections for new and renewal business on designated accounts
Responsible for driving the entire customer renewal process and experience on designated accounts
Develops and maintains dependable working relationships with key carrier partners, underwriters, and wholesalers
Gather competitive intelligence and rely to internal parties as requested
Identify and pursue cross selling opportunities on existing accounts
Responsible for completing routine service requests in a timely manner such as: cross selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements
Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer
Communicates in a positive manner to contribute to a cohesive, pleasant work environment
Protects the confidentiality of information learned by performing the duties of the position
Performs other responsibilities and duties as needed
Qualification
Required
Bachelor's degree preferred or equivalent education and/or experience in insurance
A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages
A minimum of 3-5 years of client services experience within the brokerage industry or equivalent
Current P&C insurance license
Excellent organization, communication, and negotiation skills
Understanding of commercial rating concepts, compliance requirements and federal legislation
Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs
Ability to prioritize heavy workloads and meet all time sensitive deadlines
Proficient in Microsoft Office software
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
Company
Signers National
Signers National is a technology-enabled insurance brokerage and managing general agent focused on commercial insurance. It is a sub-organization of Lamb Insurance Services.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
CIVC Partners
2022-11-21Private Equity
Recent News
2025-03-31
Company data provided by crunchbase