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
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