Clinical Account Manager supporting Cleerly’s growth and success of current clients/partners. Working with clinical partners to find expansion opportunities and provide ongoing education.
About the role
- Senior Account Manager delivering client service strategies for an insurance brokerage. Collaborating with internal teams and managing account activities for optimal client support.
Responsibilities
- Works with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client
- Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients
- Builds personalized client relationships through demonstrated ownership of the service plan
- Analyzes risk, coverage, program structure and recommends options
- Oversees the accuracy and display of information in client portals
- Manages time to prioritize workload, client service requests and service parameters
- Conducts meetings independently with clients
- Evaluates coverage, terms, and conditions of quotes received from underwriters
Requirements
- Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role
- 3+ years of Account Manager experience within an insurance brokerage, or comparable
- Experience with strategic planning and implementation of complex accounts
- Preferred BS/BA in Business, Insurance or related field
- CPCU, ARM, CEBS or other professional insurance designation related to discipline
- Experience working with agency management systems
- Advanced skill level in Microsoft Office suite
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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