Account Manager

2 days ago

Greenville, South Carolina, United States IMA Financial Group Full time
Job Summary

The Client Executive is responsible for delivering exceptional service to clients, collaborating with the Producer when necessary, developing in-depth knowledge of client accounts, and serving as a liaison between clients and other departments.

Key Responsibilities
  • Cultivate and nurture meaningful relationships with current and prospective clients, as well as internal and external referral sources, through regular interactions via phone, email, and in-person meetings.
  • Effectively lead meetings with prospects and clients independently, showcasing the ability to communicate complex ideas and build trust.
  • Understand and articulate the IMA value proposition, presenting capabilities to current and prospective clients to drive business growth.
  • Market renewals and new business opportunities, working closely with the Producer when applicable, to prepare benefits analyses and proposals that meet client needs.
  • Direct the work of the Client Associate and Client Advisor when applicable, ensuring seamless execution of client projects.
  • Conduct benefits presentations for clients' employees through coordinated annual enrollment meetings, providing clear explanations of insurance coverages and options.
  • Stay up-to-date on insurance coverages, available markets, carrier eligibility requirements, and underwriting guidelines to provide expert advice to clients.
  • Communicate complex insurance concepts to clients in a clear and concise manner, tailoring explanations to meet their needs.
  • Take ownership of the retention and growth of assigned client accounts, driving business development and revenue growth.
  • Identify and offer technology solutions to clients, facilitating payment for technology by the carrier to deliver value-added benefits.
  • Resolve escalated client issues, including eligibility, enrollment, and claims inquiries, ensuring timely and effective resolution.
  • Ensure all carrier submissions are complete and accurate, collaborating with clients, carriers, and the Client Advisor to deliver a positive client experience.
  • Maintain a service calendar and ensure timely completion of milestones, prioritizing client needs and expectations.
  • Communicate compliance and regulatory changes to clients, ensuring adherence to relevant regulations and standards.
  • Keep all current and historical information up-to-date in the agency management system, maintaining accurate records and data.
  • Securely handle all Protected Health Information (PHI) in accordance with HIPAA guidelines.
  • Stay current with industry knowledge and required licensing, ensuring expertise in insurance and risk management.
  • Collaborate with IMA staff, sharing information and resources as needed to support business objectives and drive success.
Requirements
  • Hold and maintain a NC Insurance Agent license.
  • At least 7 years of Client Advisor experience or a Risk Management Degree with at least 5 years of Client Advisor experience.
  • Possess behavioral indicators for sales and leadership aptitude based on Predictive Index results.
  • Successful completion of an assessment demonstrating a firm understanding and ability to explain insurance coverage to clients.
  • Demonstrate superior written and verbal communication skills.
  • Be willing to be paid by a combination of salary and additional compensation based on team results.
Core Competencies
  • Model IMA Core Values.
  • Customer Focus: Demonstrate a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
  • Builds Collaborative Relationships: Develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
  • Thoroughness and Reliability: Ensure work product is timely, accurate, and complete.
  • Clear and Persuasive Communication: Express information and ideas clearly in both oral and written forms to inform, influence, and persuade others.
  • Technical Expertise: Demonstrate a depth of coverage knowledge and business acumen.
  • Professionalism: Think carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior, selecting the words or actions most likely to have the desired effect.

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