Account Manager

• Independently manage a book of business of key clients and serve as a subject matter expert/advisor for all aspects of managing the accounts of assigned clients.
• Possess superior product knowledge and know specific products offered by the agency's carriers.
• Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications.
• Expertly explain policy coverages and recommend additions/changes to client’s insurance programs.
• Promptly respond to policy coverage related questions.
• Investigate and resolve issues of significance for client.
• Handle elevated complaints from clients.
• Prepare and deliver stewardship reports to include risk mitigation efforts such as claims analysis and loss trends; experience mod analysis and trends; and other information to help with predictive modeling.
• Oversee the renewal process and coordinate setting strategy with the client, Sales Executive, and Marketing.
• Ensure timely renewal of all policies.
• Direct client service requests to the Account Manager, to include the issuance of proofs of insurance and processing of change requests, in accordance with agency guidelines, workflows and standards.
• Identify opportunities to cross-sell and up-sell in partnership with the Sales Executive by determining which products best meet clients’ needs.
• Maintain client files within the agency management system for file documentation according to established workflow and procedures.
• Participate in interviewing and hiring decisions.
• Participate in seminars and other training and continuing education sessions to maintain required licenses and designations, skill and leadership development, and those aimed at avoiding potential errors and omissions situations.

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