Summary

Account Managers in the Small Business Unit provide essential support in establishing and nurturing client relationships. While they occasionally collaborate with Account Executives, they primarily focus on delivering comprehensive insurance coverage and ensuring diligent account servicing for clients.

Standards of Performance

Account Managers will exhibit high professional standards of behavior

• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Work as a team member to achieve departmental and overall company goals
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity
• Maintain confidentiality of all information related to clients, customers, employees, carriers, or other information, as appropriate
• Demonstrate leadership skills and continually lead by example
• Consistently reports to work on time prepared to perform duties of the position

Essential Duties & Responsibilities 

• Provide crucial support in nurturing and maintaining client relationships, with occasional collaboration with Account Executives.
• Work directly with clients to understand their needs and offer comprehensive insurance coverage options
• Deliver exceptional customer service in a fast-paced environment, ensuring high levels of client satisfaction.
• Independently manage the accurate and timely processing of policy changes, renewals, endorsements, and other administrative tasks related to assigned accounts, with limited support from the service team.
• Take charge of policy renewals, negotiating terms with underwriters, and addressing coverage gaps or changes as necessary.
• Independently manage client accounts, proactively identifying and resolving issues to maintain strong client relationships.
• Assist in preparing and presenting insurance proposals and presentations to clients.
• Identify upselling and cross-selling opportunities to maximize account retention and growth.
• Stay updated on industry trends, regulations, and market conditions to provide informed recommendations to clients and Account Executives.
• Maintain organized and accurate client records, documentation, and communication through the Agency Management System.
• Respond promptly to client inquiries, concerns, and service requests, resolving issues professionally and efficiently.
• Engage in ongoing training and professional development activities to enhance knowledge and skills relevant to the role.
• Comply with company policies, procedures, and regulatory requirements to uphold operational standards and maintain ethical business practices.
• All other duties as assigned.

Qualifications/Requirements

• High school diploma required
• Bachelor’s degree preferred
• Have at least 5 years Account Manager Experience
• Hold Current and Valid Property and Casualty Insurance License
• Proficient in Word, Excel, PowerPoint
• Performs functions on agency management systems proficiently
• Works as a team member to achieve department goals and overall company goals
• Demonstrates positive customer service skills internally and externally
• Maintains confidentiality of all information related to clients, customers, employees and carriers as appropriate

Continuing Education

Must complete all required continuing education hours for the state in which licenses are held; in areas related to your job function (or future position desired). Courses helpful to professional development, whether giving continuing education credits or not are encouraged

Physical Demands & Work Environment

• Work is performed in a professional office environment
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
• Must have the ability to push, pull, lift and or carry up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• Occasional travel to clients sites may be required within driving distances