Account Manager

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients.
• Provide analysis and assist in the recommendation of coverage needs to present to client.
• Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to client.
• Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s).
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

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