CI
Cookie InformationMulti-Specialty Account Manager
Account Manager leading promotion of psychiatry portfolio for Lundbeck. Utilizing clinical knowledge and sales strategies to drive performance and build customer relationships.
About the role
- Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervise an Account Coordinator/Senior Account Coordinator
- Independently manage client relationships and accounts up to $1MM in volume revenue
- Act as first and primary client point of contact to provide day-to-day service
- Develop, analyze, and implement competitive insurance programs and provide alternatives for client consideration
- Prepare market and quote rates for renewals and new business
- Manage onboarding process of new clients
- Manage the marketing process for prospect companies
- Prepare and review client communications and finalize for delivery
- Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts
- Maintain files and prepare policy renewal questionnaires, recommending coverage enhancements
- Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy
- Compile and organize client information for new, renewal, cancellation and endorsements
- Perform thorough contract reviews for clients
- Perform database file management and maintain documents in agency management systems
- Provide training to Account Coordinators and may manage Account Coordinators and Account Assistants
- Perform other duties and special projects as assigned
Requirements
- Minimum of 3 - 5 years of brokerage experience
- Property and Casualty account management experience required
- Property and Casualty Insurance license required
- Excellent communication skills: written, public speaking and presentation preparation
- Excellent telephone etiquette and customer service skills
- Advanced knowledge of Microsoft Office and its more complex features
- Ability to be resourceful, take initiative, solve problems and offer solutions
- Ability to train, delegate, provide oversight and give feedback
- Adaptability and flexibility to address issues and client needs
- Excellent time management skills
- Ability to learn and adopt and train use of technology systems and software applications
- Excellent at multitasking and managing changing priorities and deadlines
- Ability to review internal/external deliverables to ensure accuracy
- Intermediate project planning and management
- Ability to forge relationships and build trust
- US-based (hybrid) role required to work until 5pm PST M-F
Benefits
- Bonus
- Restricted stock units
- Discretionary awards
- Full range of medical benefits
- 401(k) eligibility
- Various paid time off benefits (vacation, sick time, parental leave)
- Offers Equity
- Offers Bonus
- Professional development and promotion-from-within opportunities
- Hybrid work arrangement (option to work from San Francisco Bay Area or Chicago office)
- Culture of wellness and balanced lives
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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