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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client account management, including renewals and policy changes, while providing tailored insurance solutions and maintaining high client satisfaction. Proficient in utilizing agency management systems to enhance service delivery and support cross-functional collaboration.
Highest-signal resume keywords
Active P&C LicenseCommercial Lines ExperienceApplied Epic ProficiencyClient Relationship ManagementStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementPolicy ChangesRenewals ManagementConsultative RecommendationsCross-Selling OpportunitiesDigital Tools AdoptionClient Business Needs SupportFast-Paced Environment AdaptabilityProject Management
Soft Skills
Interpersonal SkillsOrganizational SkillsProactive EngagementTeam LeadershipCollaboration
Tools & Technologies
Applied EpicAgency Management Systems
Certifications & Qualifications
Active P&C License
Industry Keywords
Client SatisfactionRetention GoalsAccount ServicingInsurance SolutionsCross-Functional Partnership
About the role
Key responsibilities & impact- Serve as the primary contact for assigned clients
- Manage renewals, policy changes, and day-to-day account servicing
- Provide consultative recommendations and tailored insurance solutions
- Identify cross-sell and account rounding opportunities
- Support retention and client satisfaction goals through proactive engagement
- Partner with internal teams and leadership to resolve client issues and improve service delivery
- Promote adoption of digital tools and resources where appropriate
- Deliver high-quality service and support client business needs
- Complete additional projects or duties as assigned
Requirements
What you’ll need- Active P&C license
- Strong communication, interpersonal, and organizational skills
- Ability to manage multiple accounts and systems
- Proficiency with Applied Epic or similar agency management system strongly preferred
- Ability to work in a fast-paced environment
- 2+ years of experience in commercial lines and/or account management experience
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
- Final candidates must complete post-offer verification processes related to the role and applicable laws
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage