Account Manager II

The Account Manager primarily serves as a liaison between Hamilton Insurance Agency and our clients, working to retain existing clients by building, expanding, and solidifying relationships with existing clients at all levels within the company.

Requirements

• Answering product and service questions in a timely and efficient manner
• Respond promptly to telephone and email inquiries from clients about their accounts
• Follow up on pending issues
• Act as liaison between client and carrier on escalated service issues and problems
• Assist Sales Executives with research and preparation for client presentations
• Prepare client spreadsheets and presentations
• Maintain accurate records
• Handle highly confidential and sensitive information
• Develop and maintain a comprehensive understanding of a variety of document requirements
• Follow applicable processes and procedures
• Perform other duties and special projects as assigned

Benefits

• PTO
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs