Account Manager – Hybrid Cloud Sales
Cox Enterprises
AWSAzureCloudSwift
Senior Account Manager, Employee Benefits
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Beachwood • Ohio • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Manages the overall team operations, client coordination, and customer service delivery including coordinating, coaching, and prioritization assistance with Account Associates
- 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, troubleshooting issues and helping clients make informed decisions
- Manages the new business and renewal process and oversees day to day client changes
- Accountable for client service delivery through client retention, rounding of accounts, referrals and uneventful renewals
- Ensures pre-renewal information is sent out within service standard and follows up with clients and insurance markets for timely responses
- Manages renewal marketing plan with Producers and Service Teams and ensures execution
- Creates accurate proposals/deliverables for Producers and Service Teams to utilize at client renewal meetings
- Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with underwriters
- Completes renewal bind processes and checklists, ensures all aspects of renewal are completed and documented
- Ensures files are accurately documented to minimize E&O exposure and respond quickly to client requests
Requirements
- Current Insurance License in Health & Life for the state in which your agency office is located
- Ability to work toward professional designation
- Must be comfortable in an electronic environment with strong computer skills
- Strong working knowledge of Word, PowerPoint, and Excel
- Excellent people skills and ability to work well in a team environment
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- High school diploma (college preferred)
- Bachelor’s Degree in a Business or related field OR equivalent relevant experience
- A minimum of 5 years' experience within the insurance industry or business-related experience
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance processingclient service deliveryproposal creationquote reviewrenewal marketingnegotiationE&O exposure minimizationclient retentionaccount roundingreferral management
Soft skills
coachingclient coordinationtroubleshootingteamworkverbal communicationwritten communicationorganizational skillsattention to detailprioritizationcustomer experience
Certifications
Insurance License in Health & Lifeprofessional designation
