Senior Account Manager - Technology

What You’ll Be Responsible For:

• Independently manage client relationships and accounts either up to: $1 MM in volume revenue or; of advanced complexity and requirements.
• Perform program comparison and form review, in partnership with Account Executive(s).
• Independently prepare for, manage and conduct strategy renewal meetings with clients.
• Act as primary client point of contact to provide day-to-day service by responding to client questions and requests.
• Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration.  Prepare market, quote rates for renewals and new business.
• Manage the onboarding process of new clients.
• Manage the marketing process for prospect companies.
• Prepare and review client communications and finalize for delivery.
• Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
• Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.
• Perform thorough contract reviews for clients.
• Perform database file management and input information.  Accurately manage and maintain documents in agency management systems. 
• Provide training to Account Coordinators.
• May manage Account Coordinators and Account Assistants.
• Perform other duties and special projects as assigned.
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Qualifications:

• Exceptional communication skills:  written, public speaking and presentation preparation.
• Exceptional telephone etiquette and customer service skills, diplomacy, professionalism and tact.
• Advanced knowledge of Microsoft Office and its complex features. 
• Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements.
• Works well with others in a fast paced environment and be responsive to co-workers and colleagues. 
• Ability to train, delegate, provide oversight and give feedback. 
• Adaptability and flexibility to address issues and client needs.
• Excellent time management skills.
• Ability to learn and adopt and train use of technology systems and software applications.
• Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
• Intermediate strategic project planning including extended time management.
• Ability to forge relationships and build trust.

Preferred Knowledge, Skills and Abilities:

• Minimum of 5 years experience in the insurance industry, middle market risk management experience preferred.

Required Certificates, Licenses, Registration:

• Property and Casualty Insurance license required.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc. 
• Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
• Requires very occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.
• Requires seasonal or intermittent travelling to visit clients and prospects.