BR
BroadvoiceKey Account Manager
Key Account Manager managing and growing strategic accounts in Spain for CCaaS solutions. Requires strong relationship - building skills and contact center technology knowledge.
About the role
- Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision.
- Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.
- Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Supports and informs coverage plans as necessary.
- Insurance marketing and sales.
- Collect renewal data on assigned accounts.
- Claims support.
- Review new/renewal policies and endorsements to insure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
- Document all activities in agency management system (Applied Systems / EPIC)
- Understand and utilize upload, download and interface technology.
- Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers
- Maintain knowledge of policy provisions and any changes in these provisions
Requirements
- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
- Strong organizational skills- ability to prioritize and be proactive.
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
- Applied Systems / EPIC experience a plus.
- High School diploma required, Associate Degree or higher preferred. CPCU or special training course completion a plus.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
CY
Account Manager position developing and growing construction sales for North Coast. Engaging with existing and new customers, managing contracts and pricing to expand market share.
ON
OneDigitalAccount Manager, Employee Benefits
Account Manager handling employee benefits consulting and insurance projects for over 100,000 employers. Building client relationships and managing insurance coverage questions in a hybrid work environment.
ON
OneDigitalAccount Manager, Property & Casualty
Account Manager managing client relationships and insurance servicing in Property & Casualty. Supporting Account Executive with various tasks related to client management and policy issuance.
SF
skillventory - A Leading Talent Research FirmVice President, Public Sector Sales – Relationship Manager
Vice President, Sales & Relationship Manager representing Fidelity's investment management to Public Sector clients and prospects. Focused on building relationships and driving investment assets within the institutional marketplace.
Relationship Manager I responsible for managing relationships with business banking clients. Focus on client opportunities, revenue generation, and risk management.
LW
Light & WonderAccount Manager, Table Games
Account Manager for Table Games at Light & Wonder, managing sales and relationships with licensed casino operators. Enhancing customer service and maintaining comprehensive product understanding in gaming.
TR
TransamericaSenior Account Manager – Retirement
Account Manager specializing in retirement plans at Transamerica, providing client relationship management and daily administration of retirement plans.
DE
DesjardinsAccount Manager, Business
Business Account Manager promoting services and maintaining essential client relationships at Desjardins. Driving sales objectives and managing complex client needs with strategic communications.
EA
ESA - Electronic Security AssociationSenior Account Manager – Datacom
Regional Datacom Specialist responsible for business development and account management in Datacom Team. Selling network cabling and hardware solutions while ensuring customer satisfaction and sales productivity.