Commercial Account Manager jobs in United States
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UNICO Group · 1 week ago

Commercial Account Manager

UNICO Group is seeking a Commercial Account Manager who will serve as the primary business contact for clients and ensure their satisfaction. The role involves building relationships with clients, managing day-to-day communications, and ensuring quality standards are met across all client accounts.

FinanceFinancial Services
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Comp. & Benefits
Hiring Manager
Stacey Schafer
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Responsibilities

Responsible for day-to-day communications, conflict resolution, and compliance on the client’s account
Review all projects and material to be presented to the client to ensure quality standards and expectations are met
Take ownership of the client accounts that are assigned to you
Works closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities
Ensure that all processes and procedures (policy issuances, changes, expirations, audits, monthly reports and cancellations) are completed, and quality standards are met
Aware and pursue opportunities for account growth and new business, involving the risk advisors and any other key support members
Provide regular two-way communication between the client and team, to provide strong team representation and set proper client expectations
Understand company capabilities and service, and effectively communicate all offerings to the client

Qualification

Client advocacyProperty & liability coverageMicrosoft OfficeCommunication skillsAttention to detailTeam playerPositive attitudeTrustworthiness

Required

High school diploma or GED required
Clerical and computer knowledge
one-three years' property & liability coverage experience
Current Nebraska license in commercial property/liability coverages or willingness and ability to obtain within 45 days of employment
Demonstrate oral and written communication skills with the ability to effectively interact with all levels within the organization
Proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail
Ability to follow up on activities from start to finish
Demonstrate computer proficiency in Microsoft Office
Responsible for day-to-day communications, conflict resolution, and compliance on the client's account
Review all projects and material to be presented to the client to ensure quality standards and expectations are met
Take ownership of the client accounts that are assigned to you
Works closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities
Ensure that all processes and procedures (policy issuances, changes, expirations, audits, monthly reports and cancellations) are completed, and quality standards are met
Aware and pursue opportunities for account growth and new business, involving the risk advisors and any other key support members
Provide regular two-way communication between the client and team, to provide strong team representation and set proper client expectations
Understand company capabilities and service, and effectively communicate all offerings to the client

Preferred

bachelor's or associate degree preferred

Company

UNICO Group

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UNICO Group is an insurance company offering insurance and financial solutions.

Funding

Current Stage
Growth Stage

Leadership Team

N
Neal Lyons
CFO
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Company data provided by crunchbase