Premier Account Manager

4 weeks ago

Palm Beach Gardens, United States The TIZ Group Full time

The Premier Account Executive – is responsible for the strategic coordination and execution of client marketing, servicing, risk management and/or sales activities, following established industry and company guidelines and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. Primarily responsible for managing a book of business and increasing account retention, and capable of resolving the most complex customer service problems, showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and TIZ. May also be responsible for significant account expansion and cross-selling, while others are principally focused on client retention. Actively seeks to grow TIZ business, including identifying and acting on sales opportunities, and a resource to our account team and Producers on the insurance brokerage business and assigned client’s needs.

Premier Account Manager – essential functions include:

  • Effectively manages assigned client relationships as an extension of the Producer and/or representative of TIZ, including conducting one-on-one client meetings, preparing and presenting periodic Account Summaries, recommending coverages and policy changes and negotiating/closing new business and renewals 
  • Serves as information/communication conduit between Producer(s) and account team, when applicable 
  • Assists in directing day-to-day activities and workflow assigned to account team that are performed on assigned book of business, which include delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met 
  • Management and execution of a variety of customer service, account management, risk management and value-added service including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements 
  • Manages policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe 
  • Manages new business and policy renewal process independently, or in conjunction with Producer
  • Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
  • Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices 
  • Lives and champions TIZ core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
  • Other duties as assigned

 

Qualified candidates will have:

  • 5+ years of Account Management/Executive experience
  • All required active licensing
  • Exceptional customer service skills
  • Excellent multi-tasking, organizational, delegation and decision-making skills
  • Outstanding verbal/written communication skills
  • Ability to perform large work volumes with high degrees of accuracy
  • PC proficiency, including MS Office, Teams, Adobe platform, Applied EPIC
  • Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times


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