PMG Commercial Account Manager at R.K. Tongue Co., Inc.
United States
$60k - $75k
<div class="benefits"> <div><strong>Benefits:</strong></div> <ul> <li>401(k)</li> <li>401(k) matching</li> <li>Bonus based on performance</li> <li>Company parties</li> <li>Competitive salary</li> <li>Dental insurance</li> <li>Health insurance</li> <li>Opportunity for advancement</li> <li>Paid time off</li> <li>Training & development</li> <li>Tuition assistance</li> <li>Vision insurance</li> </ul> </div> <div class="trix-content"> <div> <strong>Position Summary</strong> <br><br> </div><div>Join a growing, high-performance insurance agency where you’ll take ownership of an established book of high-value commercial clients and play a direct role in driving retention, client success, and organic growth. <br><br> </div><div>We are seeking a highly motivated Account Manager to manage and grow a portfolio of high-value clients. This role will act as a trusted advisor to business clients, guiding coverage strategy, strengthening relationships, and growing accounts over time. <br><br> </div><div>The Account Manager will be supported by a collaborative team of Producers, CSRs, and carrier partners, allowing you to focus on your client relationships and strategic account management.<br><br> </div><div> <strong>Key Responsibilities</strong> <br><br> </div><div> <strong>Client Relationship Management</strong> <br><br> </div><ul> <li>Serve as the primary point of contact for a portfolio of high-value clients </li> <li>Build and strengthen strong relationships with key decision-makers </li> <li>Conduct proactive client reviews to assess coverage, risk, and evolving business and insurance needs </li> <li>Deliver proactive communication and consultative strategic service</li> </ul><div> </div><div> <strong>Renewal & Retention Strategy</strong> <br><br> </div><ul> <li>Lead and manage the renewal process for your assigned book of accounts </li> <li>Evaluate coverage, pricing, and carrier markets for best service and value to the client. </li> <li>Develop and execute renewal strategies in coordination with producers and carriers </li> <li>Consistently achieve 95%+ retention rate </li> <li>Resolve complex client issues quickly and professionally </li> </ul><div> <br><br> </div><div> <strong>Account Growth & Development</strong> <br><br> </div><ul> <li>Expand existing client relationships through additional product and service offerings across multiple lines of business</li> <li>Identify opportunities to broaden services and coverage within the existing client portfolio</li> </ul><div>· Contribute to organic growth initiatives through strategic management of current client relationships to achieve growth targets of 105%+<br><br> </div><div> <strong>Technical Expertise & Advisory</strong> <br><br> </div><ul> <li>Maintain strong knowledge of commercial insurance products and markets</li> <li>Analyze policies and recommend appropriate risk management solutions </li> <li>Stay informed on market and industry trends, carrier appetite, and coverage innovations </li> <li>Provide consultative support to help clients evaluate risks and make informed decisions for their business goals and risk management needs. <br><br> </li> </ul><div> <strong>Operational Responsibilities</strong> <br><br> </div><ul> <li>Maintain accurate documentation in agency management systems </li> <li>Ensure compliance with internal processes, regulatory requirements, and carrier guidelines </li> <li>Monitor and track performance metrics and service standards </li> </ul><div> </div><div> <strong>Book of Business Profile</strong> <br><br> </div><ul> <li>Portfolio includes a mix of VIP and high-value commercial clients</li> <li>Portfolio Size: ~<strong>150 VIP and ~300 high-value relationships</strong> </li> </ul><div> <strong>Performance Metrics (KPIs)</strong> <br><br> </div><ul> <li>95%+ client retention</li> <li>105%+ organic assigned book growth <strong> </strong> </li> <li>Increased account penetration (cross-sell success) </li> <li>Strong execution and renewal outcomes </li> <li>Consistent client satisfaction and responsiveness </li> <li>Accuracy and compliance in documentation </li> </ul><div> <strong>Core Competencies</strong> <br><br> </div><ul> <li>Client-focused mindset </li> <li>Strategic thinking and decision-making </li> <li>Strong organizational and time management skills </li> <li>Attention to detail and accuracy </li> <li>Team collaboration and leadership </li> <li>Professional written and verbal communication </li> </ul><div> </div> </div> <p>Flexible work from home options available.</p>
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