Account Manager/Senior Account Manager - Alternative Risk

Gregory & Appel•Indianapolis, IN

12d

About The Position

The Account Manager (AM) and Senior Account Manager (SAM) manage the day-to-day service and execution of an assigned book of business on the Alternative Risk team. Both roles own the operational client experience and partner with Producers, Account Executives, and other internal partners to support new business, renewals, implementations, and ongoing account service. The AM independently manages assigned accounts with minimal supervision. The SAM manages larger and more complex accounts with minimal to no assistance, brings deeper technical and coverage knowledge, and serves as a resource and mentor to less experienced Account Managers. Both levels are responsible for service execution, account administration, carrier coordination, documentation, and follow-through. They combine technical expertise, proactive client service, organization, and accountability to handle client relationships accurately, efficiently, and professionally. They anticipate client needs, manage priorities and deadlines, and build relationships with clients, carriers, vendors, and internal partners. The Account Manager generally manages a book of business ranging from $750,000 to $1 million in revenue, depending on account complexity and assigned responsibilities. The Senior Account Manager generally manages a book of business ranging from $1.2 million to $1.5 million or more in revenue, depending on account complexity and assigned responsibilities. The SAM independently manages the full client service timeline, exercises sound judgment on complex matters, and helps develop the capabilities of less experienced team members.

Requirements

Strong knowledge of insurance products, coverage, markets, and underwriting.
Excellent client service, communication, and relationship-building skills.
Strong organizational, project management, and time-management skills.
Ability to manage multiple priorities, competing deadlines, and a high volume of account activity.
Exceptional attention to detail and commitment to accuracy.
Strong problem-solving, critical-thinking, and decision-making abilities.
Ability to proactively identify issues, anticipate client needs, and drive solutions to completion.
Ability to communicate effectively with clients, carriers, Producers, Account Executives, Account Coordinators, and internal partners.
Proficiency with Microsoft Office Suite and agency management systems, particularly Applied Epic.
Demonstrated accountability, ownership, professionalism, and commitment to continuous improvement.
Account Manager: ability to independently and effectively service and manage an assigned book of business generally ranging from $750,000 to $1 million in revenue, depending on account complexity and assigned responsibilities; manage accounts with minimal supervision and appropriately escalate complex issues.
Account Manager: minimum of 3 years of insurance experience, preferably in an account management or client service role.
Account Manager: experience managing client accounts and servicing a diverse book of business.
Account Manager: active Property & Casualty insurance license, or ability to obtain one within 60 days of hire.
Senior Account Manager: at least 5 years of demonstrated experience supporting and managing new business and renewal activities.
Senior Account Manager: demonstrated experience managing large, complex accounts with minimal to no assistance and independently managing an appropriate book of business.
Senior Account Manager: demonstrated experience conducting client reviews and leading or facilitating client and renewal meetings.
Senior Account Manager: experience managing a diverse book of business and multiple competing priorities.
Senior Account Manager: active Property & Casualty insurance license appropriate to assigned responsibilities.
Senior Account Manager: strong judgment and negotiation skills, including the ability to recognize coverage gaps and resolve complex issues.
Senior Account Manager: ability to independently lead client reviews, renewal discussions, and other client-facing meetings.
Senior Account Manager: ability to mentor, train, and serve as a technical and service resource to less experienced Account Managers and team members.
Senior Account Manager: deeper technical and coverage knowledge appropriate to the level.

Nice To Haves

Bachelor's degree preferred.
Account Manager: Applied Epic experience strongly preferred.
Senior Account Manager: experience providing guidance, mentoring, or training to less experienced Account Managers or team members preferred.
Professional insurance designations such as CIC, CPCU, CRM, CISR, or ARM preferred.

Responsibilities

Serve as the primary day-to-day contact for assigned clients and own account service execution.
Build and maintain professional relationships with clients, carriers, vendors, Producers, Account Executives, and internal partners.
Respond to and manage client requests concerning coverage, eligibility, billing, claims-related service needs, policy or plan changes, certificates, documentation, and other account matters.
Communicate timelines, deliverables, requirements, deadlines, and next steps proactively; manage client expectations and ensure timely follow-through.
Attend client meetings with the Producer and/or Account Executive as appropriate, and identify opportunities to strengthen client relationships and potential coverage gaps, risks, or service needs.
Own and manage service execution for new and renewal business from initiation through completion and implementation.
Partner with Producers and Account Executives on new business and renewal strategies; establish and manage timelines for applications, submissions, quotes, proposals, analyses, presentations, and other deliverables.
Gather information and supporting documentation, assist with applications, and coordinate submissions and marketing activities with appropriate markets or partners.
Prepare or coordinate renewal materials, proposals, analyses, presentations, and supporting documentation; review for accuracy and completeness before client presentation.
Process new and renewal transactions in accordance with agency procedures; coordinate implementation and document renewal decisions, activities, communications, and progress in the agency management system.
Participate in client renewal meetings, presentations, and educational meetings as appropriate.
Manage day-to-day account activity and process or delegate incoming items according to agency standards.
Process and coordinate changes, endorsements, audits, cancellations, certificates, billing items, and other account transactions as applicable.
Review carrier-produced documents for accuracy and obtain corrections when necessary; maintain schedules, templates, records, underwriting files, and account documentation to established quality standards.
Process incoming AORs and own the AOR process through completion; review Account Coordinator work for accuracy, completeness, and adherence to procedures.
Monitor and address open activities and follow-ups daily; complete required assessments and account reviews, and prepare and process finance agreements and other required documentation.
Ensure accurate and timely invoicing for new business, renewals, changes, cancellations, audits, and other account activity; explain billing and payment requirements to clients and coordinate resolution of questions or discrepancies.
Maintain organized and accurate billing documentation and follow established agency procedures.
Maintain accurate client records, documentation, activity tracking, and account files in accordance with agency standards, workflows, and service standards.
Ensure accuracy and completeness of applications, proposals, contracts, policies, plans, certificates, and other client deliverables.
Maintain current knowledge of insurance products, markets, underwriting practices, applicable regulations, carrier updates, and industry trends affecting assigned clients.
Identify situations requiring additional technical, compliance, or underwriting review and engage appropriate resources.
Identify opportunities to improve efficiency, consistency, processes, and the client experience; meet agency standards for quality, timeliness, responsiveness, and accuracy.
For the Senior Account Manager level, independently manage large and complex accounts and the full client service timeline, exercise sound judgment on complex service matters, and recognize matters requiring additional technical, compliance, underwriting, or leadership involvement.
For the Senior Account Manager level, provide guidance, mentoring, and training to less experienced Account Managers or team members, and independently lead client reviews, renewal discussions, and other client-facing meetings.
Perform other duties as assigned.