Account Manager

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction;
• Reviews client team's RFPs;
• Selects markets for solicitation;
• Analyzes market proposals for verification of benefits, premiums, and competitiveness;
• Reviews coverage contracts for accuracy of policy provisions;
• Meets with clients for pre-renewal strategy, proposal delivery and explanation;
• Conducts client open enrollment meetings and answers questions regarding benefit coverage;
• Negotiates with markets for benefits premium concessions;
• Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;
• Manages new carrier and plan implementations for book of business;
• Ensures team prepares claims experience and utilization reports and reviews for accuracy;
• Reacts, processes, and follows up on new business;
• Meets with clients as needed or directed by Producer;
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

• Excellent verbal and written communication skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to prioritize work for multiple projects and deadlines