Account Manager, Select Business
About The Position
The Account Manager II services a designated set of client accounts in collaboration with Advisors/Client Executives and Account Executives. The role involves frequent verbal, electronic, and written communication; managing renewal and marketing processes; and preparing presentation and communication materials with more senior team members. Work is performed with significant independent discretion. The Account Manager develops relationships with clients and carrier contacts, proactively delivers services, and may also support the Account Management Team as assigned. The position can be performed in a hybrid arrangement from regional Northeast offices or fully remotely from any U.S. city. The required schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time, regardless of the employee’s residential time zone. Remote employees must maintain a private workspace, secure company equipment and correspondence, have high-speed internet, be present and responsive online, and minimize personal interruptions during the work shift.
Requirements
- High school degree required.
- More than 3 years of client service and/or industry and product line experience.
- Required Property and Casualty (P&C) Insurance License.
- Highly organized, with excellent verbal and written communication skills.
- Able to make sound independent decisions.
- Able to interact successfully with a variety of people and work both in a team environment and autonomously.
- Able to handle situations calmly, courteously, and professionally.
- Customer-focused, with the ability to establish and maintain effective relationships.
- Intermediate experience with Microsoft Office products, specifically Word, Excel, and Outlook.
- Able to prioritize multiple tasks to meet deadlines.
- Strong analytical and problem-solving skills, attention to detail, decision-making skills, and problem resolution abilities.
- Flexible and adaptable to changing priorities, deadlines, and technology.
- For remote work, able to maintain a private workspace, secure company equipment and correspondence, maintain high-speed internet, remain present and responsive online, and minimize personal interruptions during the work shift.
Nice To Haves
- Associate degree or equivalent.
Responsibilities
- Proactively develop relationships with carrier and client contacts and potentially take an active role in meetings.
- Prepare and send requests for proposals to applicable insurance carriers, spreadsheet incoming results, and prepare the first draft of renewal presentations.
- Lead the review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
- Begin communicating directly with clients and carriers with approval from the Account Executive or Advisor/Client Executive.
- Create and maintain client files according to office procedures and potentially maintain client policy records in the agency management system.
- Serve as the first point of contact for billing questions from clients and insurance company personnel, seeking help from the Accounting Department when necessary.
- Support the Account Management Team as assigned.
Benefits
- Paid time off (PTO) and paid holidays.
- 401(k) with match.
- Exclusive discount programs.
- Health and wellness programs.
- The position may be eligible for performance-based incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
