Hybrid Business Insurance Account Manager I

Posted 3 months ago

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About the role

  • Business Insurance Account Manager I at McGriff managing client relationships for insurance and benefits solutions. Build and maintain relationships while providing analysis and support for clients' needs.

Responsibilities

  • Build and maintain key client and carrier relationships by phone, email and in person.
  • Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
  • Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients.
  • Provide analysis and assist in the recommendation of coverage needs to present to client.
  • Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
  • Prepare marketing information or provide required information to a marketing person.
  • Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
  • Prepare and deliver all applicable forms to client.
  • Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s).
  • Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
  • Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

Requirements

  • Bachelor’s degree or equivalent education and related training
  • Two years of relevant insurance industry experience
  • Appropriate insurance license(s)
  • Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
  • Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
  • Ability to travel, occasionally overnight

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid Work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Business Insurance Account Manager I

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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