Robert Cole
Client Executive | Licensed Insurance Agent | 20+ Years in Insurance & Workforce Solutions | Expert in Client Relations, Policy Management, and Compliance | $575K+ in Insurance Sales
- Role
- Account Manager at Acrisure
- Location
- Brockton, MA, US
- LinkedIn followers
- 500 followers
About Robert Cole
Hello, I am Robert. I am pleased to meet you. About me: Client services and…
Experience
Account Manager
Jun 2025 — Present · Sharon, MA, US
Manage account operations to include renewals, policy changes, endorsements, claims support, and certificates of insurance in coordination with carriers.•Lead new business and renewal processes by preparing proposals, developing marketing plans, and ensuring timely follow-up.•Strengthen client retention and service quality through cross-selling, account rounding, and minimizing service disruptions.•Mentor associates and collaborate with teams to identify trends, implement process improvements, and enhance service delivery.•Maintain accurate client records by documenting interactions and updates in management systems to ensure compliance.
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