Goal: To find a brokerage that has more growth, the ability to broaden his skills and grow in his field, in a health work environment and team collaboration.
Additional Comments: He is particularly strong in identifying opportunities for upselling and cross-selling, consistently maximizing account value while maintaining client trust, along with other AM duties, like invoicing, cancellations, document follow-up and processing. This gentleman is friendly, patient, and genuinely passionate about what he does; taking the time to ensure clients fully understand their coverage, resulting in strong relationships and excellent retention. A great team is exceptionally important.
Goal: Looking for a Commercial Lines Account Manger role. Ideally working with medium or large clients with both management and sales aspects. Both meeting with clients and managing email requests.
