Business Insurance Account Manager II

Role Overview

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients.
• Coordinate meeting 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.
• Assist with the marketing of accounts as requested by Producer and/or Marketing Account Executive, if applicable.
• Prepare marketing information or provide required information to a marketing person.
• As appropriate, present the options to the client.
• Complete the implementation process; prepare and deliver all applicable forms to client.
• Assist Producer in conducting relationship management meetings and/or visits with assigned 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).
• Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

Requirements

• Bachelor’s degree or equivalent education and related training
• Three to Five years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
• Ability to travel, occasionally overnight
• Preferred Qualifications: Advanced degree
• Certification in field of endeavor
• Experience with Requests for Proposal

Benefits

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