Account Manager II

About the role

As an Account Manager I in a hybrid role, you will support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Your responsibilities include maintaining relationships with clients and carrier representatives, assisting with service questions, managing the renewal process, providing coverage recommendations, coordinating meetings, preparing marketing information, and using the client management system.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Aid assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving.
• Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients.
• Provide analysis and recommendation of coverage needs to present to clients.
• Coordinate meetings with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to clients.
• Become proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date, and daily manage follow-up in client management system(s).
• Acquire information to assist clients.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

Requirements

We'd love to meet you if your professional track record includes these skills: build and maintain key client and carrier relationships, assist with service questions, manage the renewal process, provide coverage recommendations, coordinate meetings, prepare marketing information, use the client management system, provide administrative support, attend seminars, classes, and carrier meetings.

Qualifications

• Two plus years of industry-specific experience.
• LOB designations (these are a plus, but not required to apply).

Skills

Knowledge of applicable coverages, carrier guidelines, underwriting, and legislative changes, proficiency in the client management system, ability to acquire expertise in legislative changes, and proficiency in the client management system.

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

Pay

N/A

Schedule

N/A