Senior Account Manager
3 weeks ago
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Location : Duluth, Hybrid 3 days in office
Essential Duties And Responsibilities
- Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility and contractual issues. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
- For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.
- Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
- Conducts marketing and new business development for employees book of business.
- Delegates office administrative work to appropriate staff and oversees tasks.
- Assist Marketing with input and maintenance of Sagitta and/or Agency Management System
- Collect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate parties)
- Advanced knowledge of carrier web-sites for application detail input
- Analyze policies, coverages and clients operations to market data to prepare insurance renewal options, advise on best alternatives;
- Negotiate with carriers on clients behalf for best available premiums, commissions and coverage;
- Prepares presentations for clients
- Interact with other teams and assist when needed
- Work independently to resolve problems or enhance service in a timely manner
- Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
- Ensure expert knowledge is maintained
- Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
- Negotiate with carriers for best available premiums, commissions and coverage;
- Conduct sales presentations as needed;
- Set priorities and manage workflow for self to ensure all goals are met;
- Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
- Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records;
- Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
- Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
- Enjoy active participation in community organizations;
- Project a professional image in action and appearance.
- May supervise Assistant Account Manager and/or Administrative Assistant position(s).
- Full knowledge of Property Casualty lines of coverage and services;
- Recognize problems and respond appropriately
- Able to analyze situations logically in order to draw solid conclusions
- Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
- Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;
- Excellent attention to detail and time management abilities;
- Ability to multi-task and assign priority;
- Ability to work effectively and efficiently without direct supervision;
- Ability to work effectively and efficiently in a team environment as well as independently;
- Excellent interpersonal communication skills, both written and oral;
- Ability to manage Account Management staff and workflow.
- College degree or equivalent experience required.
- Georgia Property and Casualty License required;
- Valid Driver License required.
- Five or more years of experience in mid-size brokerage or carrier.
- Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
- Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- Supervisory experience required;
- Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).
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