Account Manager Lead

JOB SUMMARY

Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies.  Supports and may at times lead a service team with some oversight from a more experienced Account Executives or direct manager.

Essential Duties and Responsibilities

• Supports more experienced Account Executive's on more sophisticated large accounts and may also be responsible for direct management of assigned accounts.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Regional Director or Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with a Service team, Regional Director or Producer.
• Binds insurance coverage and prepares binders and/or delegate certificates issuance.
• Reviews policies for accuracy and review contracts for compliance.
• Prepares summaries and/or schedules of coverage for clients or delegates and manages the process with a service team.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client
• on receivable collections.
• Responsible to coordinate the claims process for assigned accounts with assigned claims staff; work in tandem with assigned claims advocates to deliver Client service.
• Notifies producer or service team of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Provides mentoring to staff to support immediate supervisor.
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

Bachelor's Degree or equivalent combination of education and experience 

Eight (8) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Superior verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book
• Ability to supervise and lead staff
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Proficient in Microsoft Office Suite

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