Senior Account Representative

Serves as the primary advocate for customer needs and issues related to simple to moderately complex accounts or group of accounts.

Maintains a deep understanding of client requests, priorities, and needs to drive overall customer satisfaction.

Safeguards implementation of product and/or services are delivered on time and meet client requirements in terms of schedule, risks, scope, and budget.

Safeguards internal resources maintain a clear understanding of the client's requests, priorities, and needs to drive customer satisfaction.

Collaborates with Business Development, Marketing, Underwriting, Claims, Loss Control, etc.to address account-related concerns.

Addresses client inquiries related to billing, legal matters, financial impact, and special handling instructions.

Affords assistance to Business Development, Marketing, and Underwriting in retaining and renewing accounts.

Leverages existing client relationships to support business growth and coordinates introductions to Business Development, Marketing, or Underwriting departments to prospect new business.

Identifies potential new products/services for existing customers.

Prepares materials for new prospect marketing presentations and capabilities presentations.

Compiles data and prepares reports that track open issues, service levels, and product/service effectiveness.

Provides insights to enhance overall account management.

Performs other duties as assigned.

Great American’s culture is built on connection, shared learning, and strong relationships.

To support this, employees in this role are expected to be on-site four days a week, with the flexibility to work one day remotely.

Core in-office days are Tuesday–Thursday, with the fourth day determined by business needs.

Education:

• Associate’s degree in Business Administration, Marketing, or a related field.

Experience:

• Generally, a minimum of 3 years of account management experience, preferably in the insurance industry.

Scope of Job/Qualifications:

• Familiar with account and client management principles and practices.
• Works on assignments of moderate technical complexity.
• Excellent written and verbal communication skills.
• Uses communication skills to build and leverage effective customer relationships and to explain/promote products and services.
• Maintains product and industry knowledge of the customers’ business.
• Proficiency in marketing software and tools, such as CRM systems and email marketing platforms.
• Strong analytical skills and attention to detail.
• Requires occasional day and overnight travel.

Benefits:

• We offer competitive benefits packages for full-time and part-time employees.
• Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement.
• Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
• Compensation varies by role, level, and location and is influenced by skills, experience, and business needs.
• Your recruiter will provide details about benefits and specific compensation ranges during the hiring process.

Excludes:

• Seasonal employees
• Interns