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Account Manager
2 months ago
Marshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.
Key Responsibilities:
- Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales Executive.
- Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline with Sales Executive and client.
- Be proficient with all value-added tools and resources.
- Manage the renewal process as established by the agency.
- Utilize Image Right to save appropriate documentation and maintain/update tasks.
- Work closely with clients to maintain and build relationships.
- Conduct Open Enrollment and Client meetings. Review all applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive (if applicable).
- Prepare account summaries as required.
- Deliver policies and related documents to insured as needed.
- Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
- Communicate with Supervisor/Manager any issues to ensure excellent customer service.
- Adhere to established employee manual policies and guidelines.
- Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
- Promptly report all E&O claims and potential E&O claims.
- Maintain confidentiality in all aspects of client, staff, and agency information.
Requirements:
- College degree preferred, high school diploma or equivalent required.
- Pursuing or already have an insurance related designation.
- Experience and knowledge of Microsoft Office programs.
- Knowledge of group benefits and products is essential.
- Appropriate state insurance licenses and continuing education required.
- Desire for commission-based compensation.
- Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
- Demonstrated ability to communicate effectively.
- High level of organizational ability with attention to detail.
- Valid driver's license and acceptable driving record.
Compensation:
The salary range for this position is $60,000 to $100,000, negotiable and based on commission. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
