Job Description

The Account Manager is responsible for providing comprehensive account support to a client or group of clients, with limited direction. The Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

The Ideal Candidate

• You enjoy working autonomously with some guidance from more senior experts
• You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
• You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow

If this sounds like you, we invite you to keep reading and apply!

What You'll Do:

Client Support

• Will be the first point of contact on accounts managed.
• Provides renewal and proposal presentations for delivery to clients
• Guides clients through the renewal process, which may include requesting renewal
• exposures, submitting requests to carriers based on renewal timetable.

Account Management

• Reviews renewals and proposes changes needed under direction and guidance of senior team members
• Supports in claim review and other risk analysis tasks.
• Will be responsible for analyzing market trends and advising clients on changes to policies.
• Will be responsible for remarketing accounts.
• Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.

Insurance Expertise

• May be responsible for analyzing market trends and advising clients on changes to policies.
• Proficient in working knowledge of renewal processes and considerations.
• May be responsible for assisting Producers with marketing campaigns
• Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
• Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.

Leadership

• Provides mentoring and guidance to more junior team members, such as Account Coordinators.
• Other duties as assigned.

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