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Account Manager - Insurance

Company: NFP
Location: Evansville
Posted on: September 15, 2019

Job Description:

Summary: The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manager their own block of business.Essential Duties and Responsibilities:Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.Will have an assigned book of business.Knowledge, Skills, and/or Abilities:Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.Ability to handle situations in a calm, courteous and professional mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:BA/BS preferredTypically more than five years industry and product line experience.Certificates, Licenses, Registration:P&C Insurance License requiredPhysical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

Keywords: NFP, Evansville , Account Manager - Insurance, Executive , Evansville, Indiana

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