Account Representative

About the role

National Interstate is seeking an Account Representative to join their team. This position offers a hybrid schedule based out of the Richfield, Ohio office.

Responsibilities

• Serves as the secondary advocate for customer needs and issues related to simple to moderately complex accounts or groups of accounts.
• Serves as the primary contact on less complex accounts.
• Shares responsibility for ensuring product and/or services are implemented and delivered on time and meet client requirements in terms of schedule, risks, scope, and budget.
• Maintains an understanding of client requests, priorities, and needs to drive overall customer satisfaction.
• Advocates for customers' needs by ensuring that internal resources maintain a clear understanding of the client's requests, priorities, and needs to drive customer satisfaction.
• Affords assistance to Business Development, Marketing, Underwriting, Claims, Loss Control, etc. in addressing account-related concerns.
• Addresses client inquiries related to billing, legal matters, financial impact, and special handling instructions.
• Assists with retaining and renewing accounts.
• Develops client relationships to support business growth and coordinates introductions to Business Development, Marketing, or Underwriting departments to prospect new business.
• Assists with identifying potential new products/services for existing customers.
• Aids in preparing materials for new prospect marketing presentations and capabilities presentations.
• Might assist with compiling and analyzing data, preparing reports to track open issues, monitoring service levels, and evaluating product/service effectiveness, including identifying trends, root causes, and opportunities for process improvement.
• Might support portal initiatives by assisting with data validation, report and user utilization, conducting demonstrations, and creating reference materials, while identifying opportunities to enhance user experience.
• Develops product and customers' business knowledge to enhance overall account management.
• Might contribute to project-based work as assigned, including data analysis, process documentation, and development of insights to support process improvement and strategic initiatives.
• Performs other duties as assigned.

Requirements

• Education: Associate’s degree in Business Administration, Marketing, or a related field.
• Experience: No prior work experience is required.
• Scope of Job/Qualifications: Familiar with account and client management principles and practices. Works on assignments of low to moderate technical complexity. Strong written and verbal communication skills. Uses communication skills to build and leverage effective customer relationships and to explain/promote products and services. Foundational analytical skills and attention to detail. Requires occasional day and overnight travel.