Develop comprehensive financial plans and investment strategies tailored to client goals and risk tolerance. Manage and grow an established book of business while mentoring junior advisors and ensuring regulatory compliance.
The Commercial Account Manager is responsible for identifying and soliciting new business prospects while maintaining and enhancing existing client relationships. They will also coordinate renewal documentation, negotiate risk placements, and ensure accurate policy alignment with client needs.
The Commercial Account Manager is responsible for identifying sales prospects, managing client relationships, and achieving new business premium goals. They will also assist in resolving accounting or claims issues and coordinate the presentation of new and renewal business proposals.
