Account Manager

Novatae Risk Group•Portland, OR

33d

About The Position

The Account Manager at Novatae Risk Group plays a pivotal role in our Wholesale Insurance division. This position involves managing a portfolio of clients, cultivating strong relationships, and ensuring the successful execution of insurance policies. The Account Manager is responsible for providing top-tier service, supporting business growth, and maintaining compliance with industry regulations.

Requirements

Prior experience in Wholesale Insurance or a related field is highly desirable.
Demonstrated success in managing client relationships and insurance portfolios.
A valid insurance license, as required by state regulations. If none, one can be obtained post-hire
Strong interpersonal and communication skills.
Excellent problem-solving and analytical abilities.
Proficiency in insurance software and CRM systems.
Attention to detail and a high level of accuracy.
Ability to work effectively in a team environment.
Receptive to constructive criticism and openness to learning new processes
High level of initiative who can confidently manage their time and workload

Nice To Haves

Relevant industry certifications, such as Certified Insurance Counselor (CIC), are a plus.
A bachelor's degree in Business, Finance, Insurance, or a related field is preferred.

Responsibilities

Client Relationship Management:
Cultivate and maintain strong relationships with clients, understanding their unique insurance needs.
Serve as the primary point of contact for client inquiries, concerns, and policy changes.
Collaborate with underwriters to tailor insurance solutions to meet client requirements.
Policy Management:
Oversee the entire policy lifecycle, from initial client engagement, to policy issuance and renewals. This involves providing new and renewal quotes to clients, reviewing policy terms, conditions, and coverage options, ensuring accuracy and compliance. Proactively address policy-related issues and coordinate with the appropriate teams to resolve them.
Risk Assessment and Analysis:
Conduct in-depth risk assessments to identify potential exposures and coverage gaps.
Analyze market trends, insurance products, and competitive offerings to make informed recommendations.
Compliance and Documentation:
Ensure compliance with all relevant insurance regulations and guidelines.
Maintain accurate and up-to-date client records, policy documentation, and communication logs.