Account Manager – Public Sector
Almo Corporation
ERP
Senior Account Manager
Newfront
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $86,800 - $120,500 per year
Job Level
Senior
About the role
- Independently manage client relationships and accounts of advanced complexity and requirements
- Perform program comparison and form review in partnership with Account Executive(s)
- Prepare for, manage and conduct strategy renewal meetings with clients
- Act as primary client point of contact for day-to-day service and client questions
- Develop, analyze, and implement competitive insurance programs; prepare market and quote rates for renewals and new business
- Manage onboarding process of new clients and marketing process for prospect companies
- Prepare and review client communications and finalize for delivery
- Communicate and collaborate with producers, clients and underwriters to obtain information, quotes, proposals, or service accounts
- Maintain files, prepare policy renewal questionnaires, recommend coverage enhancements, and review commercial insurance applications for accuracy
- Compile and organize client information to process new, renewal, cancellation and endorsements; oversee internal account billing schedules
- Perform thorough contract reviews for clients
- Manage database file input and maintain documents in agency management systems
- Provide training and mentorship to Account Coordinators
- Perform other duties and special projects as assigned
Requirements
- Minimum of 8+ years of brokerage experience
- Exceptional communication skills: written, public speaking and presentation preparation
- Exceptional telephone etiquette and customer service skills, diplomacy, professionalism and tact
- Advanced knowledge of Microsoft Office and its complex features
- Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements
- Ability to train, delegate, provide oversight and give feedback
- Adaptability and flexibility to address issues and client needs
- Excellent time management skills and intermediate strategic project planning
- Ability to learn and adopt and train use of technology systems and software applications
- Excellent at multi-tasking and managing changing priorities and deadlines
- Property and Casualty Insurance license is required
