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Senior Account Manager
3 months ago
Description:
Ability to perform all Account Manager responsibilities, duties, and expectations
Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
Researches issues' root cause, implements, and resolves policy related issues
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
Recommends and implements potential enhancements or improvements to processes, products, and/or policies
Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client marketing materials
Interprets Clients' current coverage plan and identifies and recommends opportunities to expand lines of coverage
Engages in Client strategy meetings to manage insured expectations for upcoming term
Develops and presents plan and renewal terms to Client
Participates in negotiations with carriers for new and renewal quotes
Interprets and evaluates plan offerings to ensure adequate coverage for Client's identified risk tolerance
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Identify new markets for submission and seeks quote requests
Identifies gaps in coverage or cross-sell opportunities and provides related recommendations to supervisor/Producer
Researches and understands industry trends and Carrier product offerings, emerging trends
Understands governmental compliance/regulations to educate Clients
Mentors and trains junior-level staff
Performs other responsibilities and duties as needed
Qualifications
Qualifications:
Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
Typically, 5 years of Client services experience is required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Demonstrates strong working knowledge and experience within brokerage industry
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
Ability to efficiently organize work and manage time to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
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