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Account Manager
2 months ago
Title
Account Manager
Location
Remote
About Us
Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted-in medicine, business, and life.
The Role
We're looking for a customer-focused individual to work in our Member Services Department as an Account Manager reporting to the Director, Member Services. In this role, you willbethe professional liability account manager for assigned small to mid-size accounts and supporting Account Executives with their accounts in terms of customer retention, providing excellent customer service, account troubleshooting, relationship-management, and other activities to provide an excellent client experience as well as maintain a high-level client retention.
Responsibilities
Assist in the execution of retention and stewardship strategies and objectives.
Communicate effectively with customers on all facets of their account servicing needs (i.e. policies, change endorsements, application questions, slot audits, certificates of insurance, cancellations, etc.).
Coordinate renewal presentations and policy documents used during renewal meetings for mid to large accounts.
Support assigned professional liability Account Executives with various tasks related to new business and renewals.
Support all efforts of account retention of new and existing book of business.
Keep customer data, policy information, as well as all correspondence updated accurately in systems supported by Member Services, Salesforce among others.
Contact customers as needed for collecting any outstanding information needed to service and/or retain the book of business.
Ensure that all endorsements, applications, slot audits, cancellations, potential claims referrals, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to our standard servicing guidelines.
Maintain active Property&Casualty license and increase Medical Professional Liability knowledge by attending continuing education classes.
Attend in office education classes and meetings as necessary.
Assist with any projects, when needed.
Handle any other duties as assigned.
Skills
Excellent customer service attitude with ability to take ownership and drive complex issues to resolution.
Ability to deliver high-quality work with minimal supervision.
Ability to handle multiple tasks simultaneously.
Ability to display the highest degree of professionalism, in spite of stressful situations.
Strong organizational and time management skills
Excellent verbal and written communication skills
Strong attention to accuracy and detail
Must be able to work independently as well as function within a team.
Qualifications
Required Education and Experience
High-school diploma or equivalent
Three years of account management experience
Must have P&C license or obtain one within three months of start date.
PreferredEducation And Experience
Three years of account management experience within an insurance agency or professional liability carrier.
Required
Preferred
Job Industries
Other
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