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Account Manager

2 months ago

WinstonSalem, United States McGriff Insurance Services Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Build and maintain key client and carrier relationships by phone, email and in person.
2. Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
3. Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
4. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
5. Prepare marketing information or provide required information to a marketing person.
6. Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
7. Prepare and deliver all applicable forms to client.
8. Become proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
9. Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
10. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
11. Other duties and responsibilities as requested by management.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Two years of relevant insurance industry experience
3. Appropriate insurance license(s)
4. Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
5. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
6. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Advanced degree
2. Certification in field of endeavor
3. Experience with Requests for Proposal


General Description of Available Benefits for Eligible Employees of TIH: 
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.