Senior Account Manager - People Solutions (Employee Benefits)

About the Role

Develop and maintain favorable internal and external relationships to provide the highest level of customer service by meeting or exceeding industry standards. Oversee the servicing of a designated book of business related to marketing, claims, and administration.

Responsibilities

• Research root causes of issues, implement solutions, and resolve policy-related matters.
• Recommend enhancements or improvements to processes, products, and policies.
• Use discretion and independent judgment to analyze industry trends and provide client guidance.
• Develop financial models and reports for clients and senior staff, including interpretation, implications, and recommendations.
• Provide expertise in strategic planning and consultative advice, including coverage plan analysis and recommendations.
• Engage in client strategy meetings to manage insured expectations for upcoming terms.
• Develop and present coverage plans and renewal terms to clients.
• Assess and interpret exposure information from clients.
• Analyze carrier quotes to determine appropriate recommendations.
• Interpret and evaluate policy terms to ensure adequate coverage for client exposures.
• Facilitate client premium financing.
• Participate in negotiations with carriers for new and renewal quotes.
• Collaborate with senior staff in selecting new markets for submission and requesting quotes.
• Review new business opportunities and provide recommendations to Unit Manager/Account Executive.
• Establish and maintain relationships with clients, carriers, and vendors.
• Research and understand industry trends and government regulations.
• Mentor and train junior-level staff.
• Perform other responsibilities and duties as needed.

Requirements

• Bachelor’s Degree in Business Administration or related field and/or equivalent years of experience.
• More than 7 years of client services experience, preferably in the brokerage industry.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Excellent verbal and interpersonal communication skills.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Compliance with all company policies and procedures, including protecting client and company confidentiality.
• Strong organizational and time-management skills to meet deadlines.
• Ability to travel by automobile and aircraft.
• Proficiency with office equipment such as computers, keyboards, calculators, photocopiers, and facsimile machines.
• Ability to work on a computer for prolonged periods.
• Willingness to work outside of normal business hours as needed.
• Legal authorization to work in the United States.