Account Manager

Forrest T Jones & Company • Kansas City, MO

28d

About The Position

The Account Manager (AM) will encounter diverse situations, dynamically apply knowledge and is responsible for managing business-to-business (B2B) clients’ daily needs. The AM will be the acting liaison between the clients and internal teams. Our clients include marketing agencies, Third Party Administrators (TPAs) and Managing General Agents (MGAs). Responsibilities also include providing direction to cross functional internal teams representing Accounting, Administration, Actuarial, Product Development, Compliance, Legal, Audit, and Reinsurance.

Requirements

• 1-3 years of working experience in the insurance industry
• Basic understanding of insurance agreements and policy forms
• Excellent communication skills (written, verbal and listening), detail oriented, demonstrate leadership capabilities
• A customer-oriented attitude
• Function at a high level in a very fast-paced environment
• Excellent computer skills, including word processing and spreadsheets.
• Critical thinking and document proofing skills
• Highly organized

Nice To Haves

• Account Management experience preferred
• An enthusiastic administrative professional preferred
• 1+ years of project management experience a plus
• Occasional travel to onsite meetings with clients throughout the United States

Responsibilities

• Coordinate and manage numerous projects with clients and among internal departments.
• Manage and oversee all aspects of implementing new clients, including obtaining necessary client data, ensuring all internal processes are set up correctly, and tracking overall implementation and communicating progress to key stakeholders.
• Build long-term relationships and maintain regular contact with clients, taking ownership of any client requests and issues that arise.
• Assist Directors in development/analysis of client marketing documents.
• Coordinate preparation of contracts and amendments, review policy and certificate equipment, advertising materials and proposals for new business opportunities.
• Coordinate with Program Director to review audit reports and follow-up to assure compliance on audit findings with external clients.
• Summarize and prepare escalation points/client issues to Program Directors.

Benefits

• comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees