Newfront · 1 day ago

Senior Account Manager

United States

Full-time

Remote

Mid, Senior Level

$96K/yr - $120K/yr

5+ years exp

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CommercialFinancial Services

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Responsibilities

Independently manage client relationships and accounts either up to: $1 MM in volume revenue or; of advanced complexity and requirements.

Perform program comparison and form review, in partnership with Account Executive(s).

Independently prepare for, manage and conduct strategy renewal meetings with clients.

Act as primary client point of contact to provide day-to-day service by responding to client questions and requests.

Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.

Manage the 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 current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.

Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.

Perform thorough contract reviews for clients.

Perform database file management and input information. Accurately manage and maintain documents in agency management systems.

Provide training to Account Coordinators.

May manage Account Coordinators and Account Assistants.

Perform other duties and special projects as assigned.

Qualification

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Customer service skillsMicrosoft OfficeCasualty Insurance licenseTraining abilityInsurance industry experienceProject planningRelationship building