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Senior Account Manager
1 month ago
As a Senior Account Manager at Insurance Office of America, you will be responsible for managing an assigned book of business, increasing account retention, and meeting performance requirements. You will work in conjunction with Account Executives and Producers to ensure beneficial outcomes for clients and the company.
Key Responsibilities:- Maintain technical competence and industry/market expertise
- Exercise discretion and independent judgment to ensure beneficial outcomes
- Serve as Account Manager Subject Matter Expert
- Assist in directing day-to-day activities and workflow
- Manage customer service and value-added service requests
- Manage policy expirations and renewals
- Conduct client research and gather underwriting information
- Evaluate and negotiate coverages and pricing
- Prepare and present proposals
- Bind coverage and comply with subjectivity requirements
- Collect outstanding balances due
- Maintain agency management system and carrier/vendor online platforms
- Monitor and maintain activity/suspense
- Deliver excellent service and communicate effectively
- Continually stay abreast of company policies and procedures
- Perform other duties as assigned
- 8+ years of account management experience or 7+ years related experience in the insurance industry
- Good working knowledge of insurance brokerage business and clients' needs
- All required active licensing
- At least one professional designation preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service skills
- Excellent multi-tasking, organizational, and prioritization skills
- Outstanding verbal/written communication skills
- Ability to perform large work volumes with high degrees of accuracy and attention to detail
- PC proficiency, including basic knowledge of MS Office products
- Exceptional personal character
- High School Diploma (or equivalent)
- Competitive salaries and bonus earning potential
- Great benefits, including company-paid health insurance
- Paid time off for holidays, vacations, and sick time
- 401K with an employer match
- Participation in our employee stock plan
- Opportunities for professional growth and career progression
- A culture that emphasizes respect for every individual
- Company commitment to work/family life balance and community service
- Teammates who share your drive for excellence
- Knowing every day you are helping our clients protect their families and businesses