3 manager business development jobs found in Port Washington, WI

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for...

Position Summary Under the direction of the Team Leader, the Senior Commercial Lines Account Manager CORE is responsible for providing advanced support in obtaining, maintaining, expanding, and servicing Commercial Lines Select Accounts. This role serves as a subject matter expert (SME) for the Commercial Lines team and plays a key role in mentoring Account Managers, supporting training initiatives, consulting on process improvements, and driving operational excellence. The Senior Account Manager works collaboratively with Producers, leadership, and internal teams to ensure best practices, consistency in service delivery, and a high level of client satisfaction. This position may be located in any of our office locations Essential Duties & Responsibilities Provide, with a positive attitude, a high level of expertise and leadership in obtaining, maintaining, expanding, and servicing commercial accounts. Serve as a subject matter expert for Commercial Lines coverage,...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...