Analyst Relations Manager
Fastly
Account Manager, Construction
Newfront
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteSalary
💰 $83,200 - $104,000 per year
Job Level
Mid-LevelSenior
About the role
- Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervise an Account Coordinator/Senior Account Coordinator
- Independently manage client relationships and accounts up to $1MM in volume revenue
- Act as first and primary client point of contact to provide day-to-day service
- Develop, analyze, and implement competitive insurance programs and provide alternatives for client consideration
- Prepare market and quote rates for renewals and new business
- Manage onboarding process of new clients
- Manage the 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, quote rates, prepare proposals, or service existing accounts
- Maintain files and prepare policy renewal questionnaires, recommending coverage enhancements
- Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy
- Compile and organize client information for new, renewal, cancellation and endorsements
- Perform thorough contract reviews for clients
- Perform database file management and maintain documents in agency management systems
- Provide training to Account Coordinators and may manage Account Coordinators and Account Assistants
- Perform other duties and special projects as assigned
Requirements
- Minimum of 3 - 5 years of brokerage experience
- Property and Casualty account management experience required
- Property and Casualty Insurance license required
- Excellent communication skills: written, public speaking and presentation preparation
- Excellent telephone etiquette and customer service skills
- Advanced knowledge of Microsoft Office and its more complex features
- Ability to be resourceful, take initiative, solve problems and offer solutions
- Ability to train, delegate, provide oversight and give feedback
- Adaptability and flexibility to address issues and client needs
- Excellent time management skills
- Ability to learn and adopt and train use of technology systems and software applications
- Excellent at multitasking and managing changing priorities and deadlines
- Ability to review internal/external deliverables to ensure accuracy
- Intermediate project planning and management
- Ability to forge relationships and build trust
- US-based (hybrid) role required to work until 5pm PST M-F
Benefits
- Bonus
- Restricted stock units
- Discretionary awards
- Full range of medical benefits
- 401(k) eligibility
- Various paid time off benefits (vacation, sick time, parental leave)
- Offers Equity
- Offers Bonus
- Professional development and promotion-from-within opportunities
- Hybrid work arrangement (option to work from San Francisco Bay Area or Chicago office)
- Culture of wellness and balanced lives
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
brokerage experienceProperty and Casualty account managementinsurance program developmentmarket analysispolicy renewal managementcontract reviewdatabase file managementproject planningclient onboardinginsurance application evaluation
Soft skills
communication skillscustomer service skillsproblem-solvingtraining and delegationadaptabilitytime managementmultitaskingrelationship buildinginitiativeflexibility
Certifications
Property and Casualty Insurance license
