The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to consistently provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. In addition, the Account Manager should build relationships with clients to encourage ongoing business opportunities. They handle between $100,000 and $700,000 in agency revenue.  

 Responsibilities

• Responsible for day-to-day communications, conflict resolution, and compliance on the client’s account. 
• Review all projects and materials 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 all processes and procedures (policy issuances, changes, expirations, audits, monthly reports, and cancellations) are completed, and quality standards are met. 
• Be aware of 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 ensure strong team representation and set proper client expectations. 
• Understand company capabilities and services and effectively communicate all offerings to the client. 

Professional Requirements 

• Education: High school diploma or GED required; bachelor’s or associate degree preferred 
• Experience: Clerical and computer knowledge, one to three years’ property & liability coverage experience preferred. 
• Licensure: Current Property & Casualty insurance license, or willingness and ability to obtain within 45 days of employment. 

Skills | Abilities 

• Demonstrate oral and written communication skills to interact with all levels of 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. 
• Manage numerous projects simultaneously while paying strict attention to detail. 
• Stay organized and reprioritize tasks in an ever-changing environment. 
• Exhibit excellent customer service skills complemented by a desire to problem solve. 
• Aspire to be independently resourceful, but not afraid to ask questions within our supportive team environment. 
• Utilize time management skills with the ability to remain focused on deadlines. 
• Understand insurance documents to administer policies in different systems  
• Proficient in Microsoft Excel, PowerPoint, Outlook, and other software, systems, and programs, with the ability to learn new software applications. 

Physical Demands 

• This role’s physical exertion is sedentary and occurs in an office environment.  
• Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  
• Substantial movements and repetitive motion of the wrists, hands, and fingers.  
• Individuals must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading. 

UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact People Operations at careers@unicogroup.com