What are the responsibilities and job description for the Account Manager position at Forrest T. Jones & Company?
Position Summary
The Account Manager (AM) will encounter diverse situations, dynamically apply knowledge and is responsible for managing business-to-business (B2B) clients’ daily needs. The AM will be the acting liaison between the clients and internal teams. Our clients include marketing agencies, Third Party Administrators (TPAs) and Managing General Agents (MGAs). Responsibilities also include providing direction to cross functional internal teams representing Accounting, Administration, Actuarial, Product Development, Compliance, Legal, Audit, and Reinsurance.
Expectations
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
The Account Manager (AM) will encounter diverse situations, dynamically apply knowledge and is responsible for managing business-to-business (B2B) clients’ daily needs. The AM will be the acting liaison between the clients and internal teams. Our clients include marketing agencies, Third Party Administrators (TPAs) and Managing General Agents (MGAs). Responsibilities also include providing direction to cross functional internal teams representing Accounting, Administration, Actuarial, Product Development, Compliance, Legal, Audit, and Reinsurance.
Expectations
- Ability to coordinate and manage numerous projects with clients and among internal departments.
- Proficient in project management; manage and oversee all aspects of implementing new clients, including obtaining necessary client data, ensuring all internal processes are set up correctly, and tracking overall implementation and communicating progress to key stakeholders.
- Build long-term relationships and maintain regular contact with clients, taking ownership of any client requests and issues that arise.
- Assist Directors in development/analysis of client marketing documents.
- In charge of coordinating preparation of contracts and amendments, review policy and certificate equipment, advertising materials and proposals for new business opportunities.
- Coordinate with Program Director to review audit reports and follow-up to assure compliance on audit findings with external clients.
- Summarize and prepare escalation points/client issues to Program Directors.
- Excellent communication skills (written, verbal and listening), detail oriented, demonstrate leadership capabilities
- A customer-oriented attitude
- Function at a high level in a very fast-paced environment
- Excellent computer skills, including word processing and spreadsheets.
- Critical thinking and document proofing skills
- Highly organized
- 1-3 years of working experience in the insurance industry
- Account Management experience preferred
- An enthusiastic administrative professional preferred
- Basic understanding of insurance agreements and policy forms
- 1 years of project management experience a plus
- Occasional travel to onsite meetings with clients throughout the United States
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
