Account Manager III - Commercial Lines
About The Position
The Account Manager III is accountable for delivering excellent and efficient service through day-to-day account management of an assigned group of accounts. Successfully achieve client retention goals, effectively and consistently ensuring client satisfaction. Foster a culture of accountability, integrity, trust, respect, and teamwork while focusing on continuous improvement. The Account Manager III will serve as a mentor to the Account Manager I, provide direction to Account Manager Assistants I and/or II(s), and support Producers. The Account Manager II uses discretion and judgment in determining coverage needs for clients and in carrier and client negotiations.
Requirements
- 5-7 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines.
- Brokerage experience is preferred
- Excellent customer service, analytical, problem solving and conflict resolution skills
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- High School Diploma or equivalent required
- Currently licensed in good standing in required lines and states with all necessary CE credits
Nice To Haves
- College degree preferred
- Supervisory, project leader, mentor or team leader experience preferred
- Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
Responsibilities
- Establish and build customer and carrier relationships
- Review contracts and agreements for insurance coverage compliance and addresses coverage issues
- Provides support in identifying client insurance needs, gaps in coverage and loss exposure
- Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies
- Critically analyze and compare insurance plans to determine suitability
- Negotiates terms, pricing, and conditions with carriers
- Prepare and maintain accurate summaries of insurance, schedules, and proposals
- Serve as a liaison between clients and carriers to resolve service issues and policy interpretation
- Collaborate with Producers in policy review and delivery, meets with clients occasionally and identify ways to improve client service
- Contacts clients regarding outstanding receivables; invoices clients; reviews and accurately maintains accounting history
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
