Account Manager

Whitman, MA

The Account Manager is a client service position within the firm’s Innovation practice. The Account Manager is their clients’ first point of contact on a general array of service items, supported by a team of processors (Client Service Support representatives). This position is essential to the firm’s growth and retention strategies, and to its overall service delivery objectives.

Responsibilities include:

  • Servicing existing clients within an assigned book of business under guidance of an Account Executive
  • Data collection and analysis at the onset of the renewal timeline
  • Ongoing service such as change requests, coverage review, claims processing
  • Overall consultative guidance

Qualifications of the Account Manager:

  • Willingness to obtain a Property & Casualty License
  • Experience in client service and professional work environment a plus
  • Familiarity with Microsoft based platforms and software

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