What are the responsibilities and job description for the Account Manager - Large Commercial position at UNICO Group?
The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. Consistently providing excellent customer service to accounts, as well as representing client needs and goals within the organization to ensure quality. In addition, the Account Manager should build relationships with clients to encourage ongoing business opportunities. They handle a book of business, measured in agency revenue.
Responsibilities
- Responsible for day-to-day communications, conflict resolution, and compliance on the client’s account.
- Review all projects and material to be presented to the client to ensure quality standards and expectations are met.
- Take ownership of the client accounts that are assigned to you.
- Works closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities.
- Ensure that all processes and procedures (policy issuances, changes, expirations, audits, monthly reports, and cancellations) are completed, and quality standards are met.
- Aware and pursue opportunities for account growth and new business, involving the risk advisors and any other key support members.
- Provide regular two-way communication between the client and team, to provide strong team representation and set proper client expectations.
- Understand company capabilities and service, and effectively communicate all offerings to the client.
Professional Requirements
- Education: High school diploma or GED required; bachelor’s or associate degree preferred
- Experience: Clerical and computer knowledge, one-three years’ property& liability coverage experience.
- Licensure: Current Nebraska license in commercial property/liability coverages or willingness to obtain license within the first 90 days of employment.
Skills | Abilities
- Demonstrate oral and written communication skills with the ability to effectively interact with all levels within the organization.
- Proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail.
- Ability to follow up on activities from start to finish.
- Demonstrate computer proficiency in Microsoft Office.
Physical Demands
- This role’s physical exertion is sedentary and takes place in an office environment.
- Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
- Substantial movements and repetitive motion of the wrists, hands, and/or fingers.
- Individual required to have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.
Professional. Team Player. Positive. Trust.
UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Linsey Renner at lrenner@unicogroup.com
