Insurance Account Manager

2 days ago

Bluffton, United States McGriff Insurance Services Full time
Job Description

The position of Personal Lines Account Manager is a key role within our organization, responsible for marketing and servicing smaller and/or less complex accounts. As a leader and resource, you will be expected to provide exceptional client service, mentor colleagues, and develop strong relationships with clients and carrier representatives.

Key Responsibilities
  • Build and maintain key client and carrier relationships through phone, email, and in-person interactions.
  • Develop and execute comprehensive client service plans to address business needs and risk management goals.
  • Lead the client service team in service activities related to administration, billing, claims issues, and problem-solving.
  • Coordinate internal and external activities to ensure timely, accurate, and professional handling of new and renewal accounts.
  • Identify and pursue cross-sell opportunities, suggesting new lines of coverage as needed.
  • Monitor and manage the renewal process for assigned clients, coordinating meetings with clients and/or producers to present renewal options.
  • Lead the marketing of smaller, less complex accounts, preparing marketing information and presenting options to clients.
  • Manage the implementation process, preparing and delivering applicable forms to clients.
  • Formulate plans with producers to conduct relationship management meetings and/or visits with assigned clients.
  • Stay up-to-date on new products and legislative changes, attending seminars and classes as needed.
  • Mentor team members and perform other duties as requested by management.
Qualifications
  • Bachelor's degree or equivalent education and related training.
  • Five years of relevant insurance industry experience.
  • Appropriate insurance license - Property and Casualty.
  • Strong client relation skills, with excellent communication skills and service orientation.
  • Ability to utilize leadership skills, providing direction, feedback, development, and training while motivating others to maximize productivity and team morale.
  • Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
  • Ability to travel, occasionally overnight.
Benefits

As a teammate of McGriff Insurance Services, you will be eligible for a range of benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive paid time off, including vacation and sick days, as well as paid holidays. Depending on the position and division, you may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

McGriff Insurance Services is an Equal Opportunity Employer, committed to diversity and inclusion. We do not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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