Senior Account Manager, Commercial Insurance (Hybrid - Houston)

Nfp • Houston, TX

101d • $57,000 - $100,000 • Hybrid

About The Position

The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own book of business.

Requirements

• BA/BS preferred.
• Typically more than four years industry and product line experience.
• P&C Insurance License required.

Nice To Haves

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Able to work overtime as necessary.
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous and professional manner.
• Customer focused to establish and maintain effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
• Intermediate level of experience in agency management system(s).
• Ability to prioritize multiple tasks to meet deadlines.
• Possess strong analytical and problem solving skills.
• Sharp attention to detail, decision making skills, and problem resolution.
• Flexibility and adaptability to changing priorities, deadlines and technology.

Responsibilities

• Works proactively to maintain relationships with carrier and client contacts.
• May lead client meetings for accounts assigned to them.
• Manages the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
• Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
• Creates and maintains client files in accordance with office procedures.
• Responsible for keeping client policy records in the agency management system.
• Will have an assigned book of business.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Food Services and Drinking Places
• Education Level: Bachelor's degree