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Insurance account manager. Insurance account managers promote their company's insurance products to those who will be directly selling them, such as brokers and independent financial advisers (IFAs). reinsurance. Insurance account managers work with a caseload of several clients, building up long-term relationships with them.
A broker who works in an agency or office that is not a managing broker but works as an agent is called a Broker Agent. They may have additional duties assigned by the managing broker, like education and training in the organization, or compliance, but legally it is the managing broker who has responsibility.