Account Manager/Senior Account Manager - Alternative Risk

Gregory & Appel Inc•Indianapolis, IN

10h

About The Position

The Account Manager (AM) and Senior Account Manager (SAM) manage the day-to-day service and execution of assigned business on the Alternative Risk team. Both roles own operational delivery of the client experience and partner with Producers, Account Executives, and other internal partners to support new business, renewals, implementations, and ongoing account service. Account Managers independently manage assigned accounts with minimal supervision. Senior Account Managers bring deeper technical and coverage knowledge, manage larger and more complex accounts with minimal to no assistance, and serve as resources and mentors to less experienced Account Managers. Both levels take ownership of service execution, timelines, 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 competing priorities and deadlines, and build strong relationships with clients, carriers, vendors, and internal partners. Account Managers generally manage an assigned book of business ranging from $750,000 to $1 million in revenue, depending on account complexity and assigned responsibilities. Senior Account Managers generally manage a book ranging from $1.2 million to $1.5 million or more in revenue, depending on account complexity and responsibilities. Senior Account Managers independently manage complex accounts and the full client service timeline, exercise sound judgment on complex matters, recognize when to escalate issues, and help develop 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: Minimum of 3 years of insurance experience, preferably in an account management or client service role.
Account Manager: Active Property & Casualty insurance license, or ability to obtain one within 60 days of hire.
Account Manager: Experience managing client accounts and servicing a diverse book of business.
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, with 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, and mentor, train, and serve as a resource to less experienced colleagues.

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.
Proactively communicate timelines, deliverables, requirements, deadlines, and next steps, and ensure timely and accurate follow-through.
Attend and participate in client meetings with Producers and/or Account Executives when appropriate.
Identify opportunities to strengthen client relationships and potential coverage gaps, risks, or service needs.
Manage service execution for new and renewal business from initiation through completion and implementation.
Partner with Producers and Account Executives to develop and execute 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, and review them for accuracy and completeness.
Process new and renewal transactions according to agency procedures and coordinate implementation and required documentation.
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 required 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 established procedures.
Monitor and address open activities and follow-ups daily to ensure timely resolution.
Complete required assessments and account reviews, and prepare and process finance agreements and other required documentation.
Ensure accurate and timely invoicing of new business, renewals, changes, cancellations, audits, and other account activity.
Explain billing, payment requirements, and related processes to clients; coordinate resolution of billing questions or discrepancies with carriers, clients, and internal resources.
Maintain organized and accurate billing documentation and follow 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, and meet agency standards for quality, timeliness, responsiveness, and accuracy.
For Senior Account Managers, independently lead client reviews, renewal discussions, and other client-facing meetings; exercise judgment on complex service matters; and mentor, train, and serve as a technical and service resource to less experienced Account Managers and team members.
Perform other duties as assigned.