Job Summary
A specialty risk management advisory firm is filling a position for a Remote Financial and Insurance Services Account Manager in Darien.
Must be able to:
- Build and maintain constructive relationships with customers by meeting and exceeding expectations
- Actively service/retain existing accounts and develop new business opportunities
- Maintain appropriate system records of service, marketing, and policy communications with clients
Position Requirements Include:
- At least 3 years’ experience of Personal Lines client management experience
- Valid CT P&C brokers’ license
- College degree preferred
- Industry specific designations preferred – CISR, ARM or similar
- Proficient in insurance agency management systems, EPIC preferred
- Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting
