Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Purpose: Under general supervisor provides support services to clients. Fosters client satisfaction by helping to establish realistic client expectations, seek client input, and meet service commitments on time sensitive tasks in a professional and punctual manner.

Essential Duties and Responsibilities:

• Assist clients in understanding their policies/coverages and determine their individual needs
• Communicates with existing clients to ensure quality service is being delivered
• Responds to client requests and questions within ability/knowledge
• Gather and analyze exposure and loss information
• Assist in preparing proposals, graphs, and service plans for clients
• Assist/support Account Executives in the marketing process, including preparation of all necessary applications and data
• Manage daily transactions for an assigned book of business
  • i.e., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc.
• Contract review as needed
• Support brokers with renewal process
  • Establishing timeline
  • Manage renewal strategy report preparation
  • Gather renewal exposures
  • Review carrier quotes for accuracy
  • Manage client proposal preparation (participate in presentation as needed)
  • Manage post binding process (insurance summary preparation, stack charts, coordinate, critical service outputs i.e., certificates of insurance, etc.)
  • Invoicing (renewal placements, brokerage fee, special projects, etc.)
  • Market certain lines of coverage as determined by the client executive
• Maintain appropriate level of confidentiality
• Follow company policies and procedures
• Pass state licensing exam and maintain licensing annually
• Other duties as assigned

Competencies:

• Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication-the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

Qualifications:

• Bachelor's degree including but not limited to Business and/or Risk Management, and/or 5 years of related insurance experience.
• Must have or be able to obtain the appropriate state brokers licenses.
• Excellent customer service skills, with ability to develop sound relationships with clients, underwriters, and other vendors.
• Knowledge and understanding of insurance legislation, rules, laws and other regulations
• Ability to use initiative and good judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills.
• Establish and maintain effective work relationships and to function in a team environment.
• Ability to lead client and/or market discussions.
• Good listening skills.
• Proficient with Microsoft PowerPoint, Word and Excel.

Preferred:

• CPCU and/or ARM
• Knowledge of ImageRight and AMS 360.

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk 7-8 hours per day.

Additional Requirements

• Ability to travel

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.