Account Manager providing support to sales producers in developing new business opportunities and managing client renewals in commercial insurance. Engaging in marketing, proposals, and coverage negotiations.
About the role
- Client Relationship Manager managing regional account portfolios focusing on life and disability insurance. Supporting client needs, developing strategies, and driving business growth in hybrid work setting.
Responsibilities
- Proactively support your clients through various interactions including stewardship meetings based on each customer’s needs
- Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer’s needs
- Make recommendations for changing where appropriate
- Keeps abreast of client's changing benefits/HR needs/corporate landscape
- Identifies and coordinates annual enrollment activity/communication requirements
- Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive
- Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff
- Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate
- Primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time
- Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate
- Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers
Requirements
- A minimum of 2 years of Disability and Life Group Benefits experience
- 4-year college degree preferred or equivalent work experience
- As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements
- Ability to facilitate meetings and/or present to groups of varying sizes
- Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
- Excellent verbal and written communication skills
- Highly organized, detail oriented and able to manage multiple priorities at once
- Ability to build rapport and develop/maintain strong relationships with internal/external partners
- Ability to work independently
- Demonstrates good leadership skills
Benefits
- Other rewards may include short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Account Manager supporting clients with their surety bond needs for a global fintech leader. Collaborating with clients and teams to ensure accuracy in bond requests and relationships.
Account Manager managing onboarding and implementation for insurance groups at Acrisure. Collaborating with Sales and Client Services for successful account servicing.
Account Manager in fintech handling insurance accounts and client inquiries. Performing daily tasks related to policy services, claims support, and client communication with proactive service.
Account Manager providing service on assigned tasks for clients at Acrisure. Handling insurance marketing, sales, and client inquiries with a high level of organization.
Associate Relationship Manager at CIBC helping business clients with financial goals. Managing relationships and building community presence in Business Banking.
Key Account Manager responsible for enhancing market share and driving sales growth in automotive sectors across EMEA. Collaborating with internal teams and acting as a key liaison for prestigious accounts.
Supplier Account Manager at Applied Materials coordinating supplier strategies and resolving supply chain issues. Engaging with commodity strategies and leading supplier negotiations.
Principal role in driving strategic partnerships for Adobe's Digital Media business. Collaborating with cross - functional teams to meet critical business outcomes and partner success.
Strategic Account Manager handling B2B sales related to sustainable packaging solutions. Developing business relations and ensuring growth within the automotive & industrial segments.