Account Manager

The Financial Services Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts. Position responsibilities * Services designated book of business as relating to marketing, claims, and administration * Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions * Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier * Gathers and compiles exposure information from the Client * Requests and collects quotes (new and renewal) from carriers * Audits quotes, binders, and endorsements and makes requests for changes as needed * Receives policy, then updates and completes policy check to ensure completeness * Updates specifications, application, and summary information to reflect changes during the year * Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff * Binds coverage under direction of the Unit Manager/Account Executive * Informs Client of any and all changes that may affect insurance premiums or coverage * Gathers and compiles information for new business opportunities * Inputs Client information into data management system, ensuring accuracy and completeness * Generates materials for Client presentations and meetings * Creates and sends compliance communications as needed * Issues and processes Client invoicing * Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies * Researches industry trends and governmental regulations * Performs other responsibilities and duties as needed Position qualifications * Bachelor's Degree in Business Administration or related field and/or years of experience equivalent * Typically, three to seven years of Client services experience is required * Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) * Strong verbal and interpersonal communication skills required * Understands industry trends and governmental regulations * Ability to complete continuing education requirements as needed * Ability to attend company, department, and team meetings as required, including industry training sessions * Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information * Ability to efficiently organize work and manage time in order to meet deadlines * Ability to travel by automobile and aircraft * Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine * Ability to work on a computer for a prolonged amount of time * Ability to work outside of normal business hours as needed * Legally able to work in the United States Additional Information * Maximum Salary : US Dollar (USD) 80,000 * Minimum Salary: US Dollar (USD) 60,000

Created: 2025-01-30