Associate Account Manager supporting client service teams in delivering high - quality health insurance solutions. Works closely with Senior Account Managers to ensure a seamless client experience.
About the role
- Account Manager overseeing clients' Property & Casualty insurance needs while managing a book of business. Collaborating with internal teams to ensure service deliverables meet client expectations.
Responsibilities
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients and delegates work assignments to internal service team members
- Works closely with Consultants and Producers to manage the entire renewal process
- Manages day-to-day client issues
- Conducts needs analysis and strategy calls
- Conducts regular open item/misc. calls with clients
- Assists in growing the book of business through cross-sale opportunities
- Builds relationships with clients and markets through proactive communications
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
- Checks policies against quotes for accuracy and requests changes where needed
- Utilizes the Applied Epic system and the shared drive to maintain client information
- Prepares insurance proposals, outlining significant terms and conditions
Requirements
- 3+ years’ experience in account management or in a consultative role
- Prior experience in broker agency or benefit administration firm
- Current P&C license (Non-resident in other states may apply)
- Thorough knowledge of Property & Casualty products
- Working knowledge of all Microsoft Office products
- Familiarity and practical knowledge of quoting process and tools (preferred)
- Bachelor’s Degree (preferred)
- Experience with database applications (a plus)
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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