Account Manager

Amynta Agency•Overland Park, KS

11d

About The Position

The Account Manager services a designated book of business, including marketing, claims, and client relationship administration. The role builds and maintains strong internal and external relationships to provide customer service that meets or exceeds industry standards, researches and resolves policy-related issues, and recommends improvements to processes, products, or policies. The position supports Senior Account Executives and Producers and may offer commission opportunities for cross-selling and upselling, as well as potential growth into an Account Executive or Producer role. The Account Manager provides strategic planning and consultative advice to clients; develops financial models and reports and explains their implications; analyzes client exposures, coverage plans, carrier quotes, and policy terms; and develops and presents coverage plans and renewal terms. The role participates in client strategy meetings and carrier negotiations, facilitates premium financing, and collaborates with senior staff on market selection and new business recommendations. It also maintains relationships with clients, carriers, and vendors; follows industry trends and government regulations; and mentors and trains junior staff. Other responsibilities may be assigned as needed.

Requirements

Bachelor’s degree in Business Administration or a related field, and/or equivalent years of experience.
Typically more than 2 years of client services experience.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Strong working knowledge and experience within the brokerage industry.
Understanding of industry trends and governmental regulations.
Ability to complete continuing education requirements as needed.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with company policies and procedures and proactively protect confidential client and company information.
Ability to organize work efficiently and manage time to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment, including a computer, keyboard, calculator, photocopier, and facsimile machine.
Ability to work on a computer for a prolonged amount of time.
Ability to work outside normal business hours as needed.
Legally eligible to work in the United States.

Responsibilities

Service a designated book of business, including marketing, claims, and administration of client relationships.
Build and maintain favorable internal and external relationships and provide a high level of customer service.
Research the root causes of issues and implement resolutions to policy-related problems.
Recommend enhancements or improvements to processes, products, and policies.
Analyze industry trends and provide related guidance to clients using discretion and independent judgment.
Develop financial models and reports for clients and senior staff, interpret results and implications, and make recommendations.
Provide strategic planning and consultative advice to clients, including producing and analyzing coverage plans and recommending changes.
Participate in client strategy meetings to manage insured expectations for upcoming terms.
Develop and present coverage plans and renewal terms to clients.
Assess and interpret client exposure information.
Analyze carrier quotes and recommend appropriate options.
Interpret and evaluate policy terms to ensure coverage addresses identified client exposures.
Facilitate client premium financing.
Participate in negotiations with carriers for new and renewal quotes.
Collaborate with senior staff to select markets for submissions and request quotes.
Review information about new business opportunities and provide recommendations to the Unit Manager or Account Executive.
Establish and maintain relationships with clients, carriers, and other vendors.
Research and understand industry trends and government regulations.
Mentor and train junior-level staff.
Perform other responsibilities and duties as needed.