Account Manager

• Manages the overall team operations, client coordination, and customer service delivery.
• This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
• Assists Producers and Account Executives with Client service commitments.
• Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
• Functions as the day-to-day customer contact and focuses their time on troubleshooting issues and helping the client make well-informed decisions that position the client for success.
• Manages the new business and renewal process, as well as oversees day to day client changes.
• Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals.
• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
• Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
• Reviews quotes for accuracy against supporting documents.
• Negotiates additional coverage/price with the underwriter.
• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

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