Account Manager, Property

Overview

The Account Manager interfaces with an assigned list of accounts involving the Company's portfolio of products (i.e., property, casualty, automotive, or other types of insurance.) This individual is responsible for customer satisfaction, problem resolution and account retention.

Essential Duties & Functions
Other duties may be assigned.

• Relationship management of client.

• Proactive development and execution of client insurance program strategy.

• Knowledge of full portfolio of MSTIS products and services.

• Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics,
and able to perform these functions with little guidance from Account Executive and/or
Managers.

• Independently, or in partnership with Vice President, lead client meetings and presentations.

• Special projects as assigned which may include client presentations, functions, and meetings

• Acts as a liaison between carriers and vendors and communicates accurate details relating to
P&C programs

• Coordinates with Customer Service team and/or Account Representatives, the ordering and
issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy,

• Prepares summaries, schedules and proposals, process renewals in coordination with
Customer Service team and Account Representatives according to company procedures

• Review and verifies policy, audits, calculates premiums, and establish payment method

• program in a timely manner

• Strong knowledge of and relationships with vendors.

• Monitors and recommends opportunities for client revenue enhancement.

• Recommend or initiate actions to effectively and proactively service the client.

• Maintain accurate client and policy data and documents within ANM360 system

• Identify, plan, and develop methods and procedures to obtain greater efficiency and
effectiveness of client benefit programs.

• Develop sales or cross-selling opportunities with current clients.

• Maintains confidentiality of Company and customer information; including pricing, growth
projections, market share and other materials that can be used by the competition

• Works independently and uses own judgment on client issues; however, collaborates with
colleagues in a team like environment, and exchanges information useful to ensuring sales
success, such as selling strategies and techniques, market trends, and other pertinent
information

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. Reasonable accommodations may be made to enable qualified individuals with
disabilities to perform the essential functions.

• Bachelor's degree from four-year college or university, or equivalent work experience.

• Minimum of five or more years of P&C related experience and/or training.

• Proficient with MS Office Suite

• Strong mathematical and analytical skills

• Ability to maintain a high level of confidentiality.

• Excellent verbal and written communication skills.

• Ability to work independently and make accurate decisions and demonstrate good
judgement.

• Detail oriented with excellent organizational and time/project management skills.

• Must obtain and maintain active Property and Casualty Insurance Agent License.

• This position may require routine or periodic travel which may require the teammate to
drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle
Record report at the time of hire and periodically thereafter, and maintenance of minimum
acceptable insurance coverages are requirements of this position.

• Maintain positive working relationships and clear communication with co-workers, clients,
and insurance carriers.

• Must be available for offsite meetings with clients

The company is an equal opportunity employer and complies with ADA regulations as applicable.