Senior Account Manager

Job Summary:

Description:

• Ability to perform all Account Manager responsibilities, duties, and expectations
• Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
• Researches issues' root cause, implements, and resolves policy related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Recommends and implements potential enhancements or improvements to processes, products, and/or policies
• Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
• Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client marketing materials
• Interprets Clients' current coverage plan and identifies and recommends opportunities to expand lines of coverage
• Engages in Client strategy meetings to manage insured expectations for upcoming term
• Develops and presents plan and renewal terms to Client
• Participates in negotiations with carriers for new and renewal quotes
• Interprets and evaluates plan offerings to ensure adequate coverage for Client's identified risk tolerance
• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
• Identify new markets for submission and seeks quote requests
• Identifies gaps in coverage or cross-sell opportunities and provides related recommendations to supervisor/Producer
• Researches and understands industry trends and Carrier product offerings, emerging trends
• Understands governmental compliance/regulations to educate Clients
• Mentors and trains junior-level staff
• Performs other responsibilities and duties as needed

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Requirements:

Qualifications:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, 5 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
• Ability to efficiently organize work and manage time to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States