Senior Account Manager - Business

Pay Range: $60,450.00 - $77,476.00

Under minimal supervision, performs customer service, sales and management of assigned complex middle market & high impact business accounts. Serves as the customer's advocate between the customer and carrier regarding insurance coverage. Collaborates with Business Development Manager and/or Producer to identify potential coverage gaps and recommends best offering to customer and/or Business Development Manager/Producer. Adheres to department procedures and guides to ensure accurate responses and customer satisfaction. Some degree of travel may be necessary

Education and Experience:

• Associate degree and 5-years relevant work experience or equivalent combination of education and experience required
• Bachelor degree preferred
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire.
• Professional Insurance designation or ability to obtain within 12 months

Skills and Abilities:

• Excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;
• Proficient in ability to analyze complex data, research problems and make sound decisions using own judgement, manuals, and available resources;
• Successful working independently and in groups, competent in presenting information to team members and customers;
• Highly capable of organizing and prioritizing multiple work assignments, paying attention to detail and focusing on quality;
• Highly proficient in Microsoft Office, especially managing Outlook emails
• Excels in effective quoting, proposing and binding of coverage, often within stringent deadlines;
• Highly proficient in effective use of a management system and technology tools
• Subject matter expert in comprehending and complying with department workflows and guidance
• Subject matter expert in knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements
• Ability to travel regionally as needed

Tasks Performed:

• 50% Following department and agency procedures, perform or oversee all key servicing aspects of assigned complex, middle market to high impact accounts, within the agency management system and/or carrier websites, including but not limited to, new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents. Ensure system documentation is professional, thorough, concise, and free of typographical errors.
• 40% Identify middle market to high impact customer issues or concerns by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed, then provide an accurate verbal or written response to the customer, regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
• 5% Participate in routine department and agency meetings. Provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency.
• 5% Perform other duties as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental cove