Position Summary: We are seeking an Account Manager for an insurance brokerage, responsible for comprehensive client management, advisory services, client retention, and portfolio development. Key Responsibilities: 1. Manage and maintain a client portfolio with proactive follow-up. 2. Negotiate terms with insurance companies to optimize coverage and premiums. 3. Identify new business opportunities and develop commercial relationships. Salary: **To be agreed** Contract Type: **Permanent** Working Hours: **Full-time** Experience: **1 year of experience** Job Description We are looking for an Account Manager to join our insurance brokerage and take charge of comprehensive client management. Your primary mission will be to advise, retain, and develop your assigned portfolio, ensuring high-quality service and offering insurance solutions tailored to each client's needs. Responsibilities Manage and maintain your assigned client portfolio, providing proactive and close follow-up. Analyze clients' insurance needs and propose the best available options from various insurance companies. Prepare quotations, comparative analyses, and product presentations. Handle policy renewals, endorsements, claims, and any related administrative procedures. Negotiate terms with insurance companies to optimize coverage and premiums. Identify new business opportunities through referrals and by developing commercial relationships. Resolve incidents and inquiries, ensuring professional and satisfactory service. Update information in the CRM and maintain strict control over documentation.
David Muñoz
Indeed · HR
David Muñoz
Indeed · HR
