American Global ยท 3 hours ago
Senior Account Manager
The Woodlands, TX
Full-time
Onsite
Mid, Senior Level
$75K/yr - $131K/yr
2+ years expAmerican Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. They are seeking a skilled Senior Account Manager to serve as the primary day-to-day client contact, manage client service needs, and present custom solutions to clients and prospects.
Insurance
Hiring Manager
Erin Lamparter
Responsibilities
Serve as primary day-to-day client contact; Manage client service needs; Present custom solutions to clients and prospects in a clear and professional manner
Communicate client needs to account management team and coordinate client services, including but not limited to:
Claims reviews
Insurance training
Kick of meetings
Stewardship meetings
Renewal strategy meetings
Analyze client risk profile and develop marketing strategy with team and client
Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement
Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace
Participate in off-site carrier, client, and prospect meetings as required
Conduct research, compiles information into presentation format
Assist with training and overseeing Account Associates
Review, analyze, process and follow-up with clients regarding:
Complex endorsements
Subcontractor certificate/endorsements
Policy audits
Notices of cancellation
Invoice collections
Unit stat cards
Final renewal letter request
Final proposal of insurance
Renewal exposure
Coverage quotes
Proposals of insurance
Premium finance quotes and agreements
Certificate checklist and special account handling instructions
Client claim reviews
Fee agreements
Premium allocations
Experience modification analysis and projections
Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding
Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)
Identify key individuals within the client's organization and build and maintain effective and sustainable relationships
Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service
Provide backup for other team members during their absence
Maintain insurance license & CE requirements
Additional responsibilities as required
Qualification
Required
Serve as primary day-to-day client contact; Manage client service needs; Present custom solutions to clients and prospects in a clear and professional manner
Communicate client needs to account management team and coordinate client services, including but not limited to: Claims reviews, Insurance training, Kick of meetings, Stewardship meetings, Renewal strategy meetings
Analyze client risk profile and develop marketing strategy with team and client
Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement
Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace
Participate in off-site carrier, client, and prospect meetings as required
Conduct research, compiles information into presentation format
Assist with training and overseeing Account Associates
Review, analyze, process and follow-up with clients regarding: Complex endorsements, Subcontractor certificate/endorsements, Policy audits, Notices of cancellation, Invoice collections, Unit stat cards, Final renewal letter request, Final proposal of insurance, Renewal exposure, Coverage quotes, Proposals of insurance, Premium finance quotes and agreements, Certificate checklist and special account handling instructions, Client claim reviews, Fee agreements, Premium allocations, Experience modification analysis and projections
Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding
Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)
Identify key individuals within the client's organization and build and maintain effective and sustainable relationships
Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service
Provide backup for other team members during their absence
Maintain insurance license & CE requirements
Time management and ability to prioritize work
Attention to detail
Problem solving skills
Professional written and verbal communication
Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
Strong technical property and casualty knowledge, typically 2 to 5 years industry experience
Preferred
Valid driver's license and reliable transportation required
Ability to travel as required
Benefits
Comprehensive Benefits Package
Collaborative and innovative environment
Culture of continuous learning and professional development
Competitive salary package
401k with above-average employer match of up to 5% of your salary
Leadership training and support
Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
Education and Student Loan Assistance
Company
American Global
American Global is focused on supporting the surety & insurance needs of our clients while also providing added value as a trusted advisor.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David Marino
President and Chief Operating Officer
Michael Meisten
Senior Vice President - Chief Broking Officer
Company data provided by crunchbase