Operations Director
The Cigna Group
Account Manager, Private Client
Risk Strategies Company
full-time
Posted on:
Location Type: Hybrid
Location: Green Bay • Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
- Actively service and retain existing accounts to mitigate client risk and exposure
- Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
- Respond to client inquiries, service requests and claims issues within established timelines
- Participating in the retention of renewal business
- Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal and client’s acceptance/declination
- Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
- Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
- Perform other duties as assigned by PCS Regional Leader as needed
Requirements
- 5+ years’ Personal Lines client management experience
- Valid P&C brokers’ license
- College degree preferred
- Industry specific designations preferred- CAPI, CPRIA, CIC or similar
- Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
- Extensive knowledge of Private Client underwriting, coverage and procedures
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client managementcoverage analysisnegotiationaccount roundingunderwritingpolicy communicationsservice expectationsrisk mitigationdocumentationquotations
Soft skills
relationship buildingcommunicationservice orientationproblem solvingcollaborationtime managementattention to detailclient retentionadaptabilityinterpersonal skills
Certifications
P&C brokers’ licenseCAPICPRIACIC
