Account Manager

FM•Walnut Creek, CA

8d•Onsite

About The Position

FM is a leading mutual insurance company focused on property risk management and resilience. The San Francisco Operations (Walnut Creek, CA.) has an opening for an Account Manager in its Client Service Department. This position will perform insurance servicing and underwriting activities on existing accounts and new business, primarily serving as the account team leader or manager. The role involves being the key interface with clients and brokers on all aspects of the account, including insurance products, services, engineering, and claims.

Requirements

Bachelor’s degree or equivalent
5+ years industry experience in servicing and underwriting large property accounts of varying occupancies.
Demonstrated experience in understanding loss prevention risk engineering information.
Demonstrated efficiency at accessing and influencing the decision maker.
Solid understanding of property insurance and forms, financial statements, general loss prevention engineering terms and concepts.
Demonstrated above average ability in organization, problem solving, sales/negotiation, leadership and team building skills.
Knowledge of internal systems and Microsoft Office products.
Excellent communication skills—written, presentational and verbal.
Strong analytical and problem-solving skills with considerable attention to detail.

Nice To Haves

MBA, CPCU or ARM a plus!
Strong familiarity with FM's client service process preferred!

Responsibilities

Building and maintaining excellent relationships with clients and brokers to successfully build long-term customer dedication to FM, including substantial number of face-to-face meetings with senior client personnel.
Leading an Account Team to support the strategic goals and objectives of our clients by providing professional advice and consultation on insurance coverage and risk management matters.
Ensuring stability by retaining existing customers at equitable terms and conditions using FM's significant insurance capacity in conjunction with our risk management expertise to improve client risk quality and selling additional product lines as appropriate.
Working closely with New Business Development Executives on new prospects within the Client Service process, contributing high quality underwriting expertise to win new client accounts.
Responsible for understanding and implementing company underwriting guidelines and standards in the daily management of assigned clients.
Implementing global insurance placement programs for our clients.
Demonstrating dedication to continuous improvement by effective engagement of clients in the Client Service Process and ensuring clients are aware of the full range of products and services.