Description

Summary

Senior Account Managers perform the essential duties of the position, which includes responding to the day-to-day servicing needs of clients in accordance with standard procedures. Senor Account Managers will also participate in client meetings. Senior Accounts Managers will mentor and train agency personnel

Standards of Performance

• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Work as a team member to achieve departmental and overall company goals
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity
• Maintain confidentiality of all information related to clients, their employees, carriers or other information as appropriate
• Demonstrate leadership skills and continually lead by example

Essential Duties & Responsibilities

• Maintain accurate data in Agency Management System and electronic files
• Review and distribute daily mail tasks
• Evaluate non-standard certificate orders and address potential account problems
• Prepare Statements of Values, Summaries of Insurance, and manage renewal processes
• Market and negotiate terms with carriers for renewal accounts 
• Handle policy changes, maintain Expiration Log, and oversee accuracy of policy reviews
• Manage a complex book of business
• Act as a resource to team members, and provide training when necessary
• Accompany account executives on sales and service presentations
• Present risks to underwriters and actively negotiate terms and coverage
• Research and analyze data to enhance client insurance programs
• Assist Account Executive with New Business
• Perform any other assigned duties

Requirements

Qualifications/Requirements

• High school diploma required; Bachelor’s degree preferred
• Has at least 5 years of account management experience or equivalent.
• Hold current and valid Property and Casualty insurance license
• Hold at least one professional designation, such as CIC or CPCU or have comparable job experience
• Possess a supportive and responsive manner with internal and external customers
• Has ability to multi-task in complex working environment with accuracy and proficiency
• Possess excellent technical skills on insurance coverage and markets 
• Possess excellent organizational skills
• Has knowledge and experience necessary for independent decision-making ability
• Is a self-starter and problem solver
• Has the ability to train and mentor others
• Possess above average computer skills, become proficient in various needed programs, such as Sagitta and WorkSmart
• Proficient in Word, Excel, PowerPoint
• Maintains confidentiality of all information related to clients, customers, employees and carriers as appropriate