Account Manager II

Client Management

• Manage a defined Personal Lines book of business, serving as the primary day-to-day partner to clients.
• Lead new business marketing and renewal strategies, including quoting, negotiation, policy review, endorsements, audits, and comparative analysis of carrier options.
• Build and deepen client relationships through proactive communication, responsiveness, and thoughtful service.
• Collaborate closely with Producers/Advisors to present solutions that balance coverage needs, risk appetite, and cost.
• Maintain strong relationships with underwriting partners to support efficient and effective marketing results.
• Support internal team members through clear communication, organized workflows, and thorough follow-through.

Operational Excellence

• Champion consistent processes, high-quality submissions, and accurate data entry to support departmental efficiency.
• Uphold TIG’s standards for service, professionalism, and responsiveness.
• Identify opportunities to streamline workflows, enhance the client experience, and reduce friction points.
• Review client accounts for gaps in coverage.
• Recommend appropriate additional products and coverage enhancements.
• Support in cross-selling opportunities within the agency.
• Contribute to a positive, steady, team-oriented culture through collaboration and reliability.