Impact Performance Team

Account Manager

• Manage renewals for an established commercial book of business
• Provide ongoing client care, endorsements, certificates, and coverage support
• Collaborate closely with producers, carriers, and internal teams
• Identify coverage gaps and support long-term risk management conversations
• Deliver timely, accurate, and thoughtful service to clients
• Partner with teams to deliver a world-class boutique client experience

Commercial Lines Account Manager

Customer Retention Specialist

• Personally review every policy at renewal, side by side with the client, and guide them to the smartest path for their next policy period
• Know when to keep a client right where they are and when to re-market their account across our deep bench of carriers to find them something better
• Own a book of 2,000+ accounts a year, treating each one like it's the only one
• Partner with our incredible teams to deliver a world-class, boutique client experience in every single interaction

Personal Lines Retention Specialist

Agent

• Managing a minimum of 5 warm internal lead calls per week; taking it from intake call all the way through binding their business
• Managing assigned policies in the FirstMark book of business; adding and rounding out coverage for clients
• Working referrals from agency owners
• Working with the Corporate Lead team to manage and follow up on warm internal leads
• Building lasting client relationships around the right coverage, best price, and world-class service

Commercial Lines Account Manager

Personal Lines Retention Specialist

Private Client Group Agent