Account Manager

4 days ago


Sacramento, California, United States Relation Insurance Inc Full time
About the Role

We are seeking an experienced Account Manager to lead and manage the operational functioning and development of our Commercial Lines servicing team. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.

Key Responsibilities
  • Mentor and manage sales support team members to ensure exceptional client service and achieve business objectives.
  • Champion communication of goals, vision, and procedures developed by leadership to ensure a culture of teamwork and collaboration.
  • Manage office environment and create a culture of teamwork, ensuring a positive and productive work environment.
  • Work with the Leadership Team and Human Resources to manage employees and implement projects and directives.
  • Actively participate in the hiring and new hire onboarding process, providing recommendations for hiring and training team members on duties, expectations, standards, policies, and procedures.
  • Provide feedback to management and team members about service structure to improve performance and productivity.
  • Coordinate time off within the department to ensure service level and appropriate reporting of time off.
  • Assure service standards are being met utilizing the audit and review process.
  • Assure client service standards are being met.
  • Create and recommend new standards and any specialized processes or standards based on business needs.
  • Assist in monitoring operating expenses and adherence to budget numbers for the Company location.
  • Conduct annual performance reviews for direct reports.
  • Manage the service of a book of business directly and may have direct revenue responsibility.
  • Answer clients/employees questions in a timely manner and answer phone inquiries and resolve issues in an expedition manner.
Requirements
  • 10+ years' experience in account/client management.
  • A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals that have insurance designations (e.g. CISR, CIC, CPCU).
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC, CPCU, CEBS, GBA, RHU, REBC).
  • Demonstrated experience in successfully leading a team.
  • Proficient in using computers, internet Microsoft Office Suite and online rating systems.
  • In-depth understanding of insurance markets, products, services insurance ratings and underwriting procedures.
  • Advanced level of knowledge of commercial lines of coverage.
  • Must be able to understand written and oral communications and interpret information written within policies.
  • Demonstrated ability to think ahead and plan over a 1-2 year timeframe.
  • Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.

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