Director of Account Management at Mad Mobile leading customer success strategy and revenue growth in SaaS. Fostering executive relationships and optimizing customer satisfaction and retention metrics.
About the role
- Account Manager managing day-to-day service needs for external and internal customers at Acrisure. Leveraging expertise in client coordination and insurance processing to enhance customer experience.
Responsibilities
- Manages the overall team operations, client coordination, and customer service delivery.
- This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
- Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
- Assists Producers and Account Executives with Client service commitments.
- Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
- Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
- Manages the new business and renewal process, as well as oversees day to day client changes.
- Accountable for client service delivery through high and/or increased client retention, rounding of accounts, referrals and uneventful renewals.
- Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
- Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
- Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
- Reviews quotes for accuracy against supporting documents.
- Negotiates additional coverage/price with the underwriter.
- Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
- Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
Requirements
- Current Insurance License in Property & Casualty for the state in which your agency office is located.
- Ability to work toward professional designation.
- Must be comfortable in an electronic environment with strong computer skills.
- Strong working knowledge of Word, PowerPoint, and Excel.
- Excellent people skills and ability to work well in a team environment.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- High school diploma (college preferred)
- Bachelor’s Degree in a Business or related field OR equivalent relevant experience
- A minimum of 5 years' experience within the insurance industry or business-related experience.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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