Account Manager- M&A

SUMMARY

Responsible for providing customer service and assisting Producers and the service team in the support of existing accounts and the solicitation of new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Supports Producer in developing new business opportunities for existing clients and prospects;

•    Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;

•    Analyzes and compares current exposures and develops renewal or new business specifications for marketing; 

•    Conducts marketing, negotiates rates, reviews quotes and coverage for competitiveness and accuracy;

•    Reviews and summarizes marketing results and prepares proposals;

•    Finalizes proposals and presentations in coordination with Producers;

•    Binds insurance coverage, prepares and reviews binders of insurance, and delegates certificates issuance;

•    Reviews policies, identifies deficiencies and determines appropriate level of coverage;

•    Prepares summaries and/or schedules of coverage for clients;

•    Prepares and maintains bordereaux for accounting and midterm transactions;

•    Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

•    Provides technical guidance to staff assisting with client needs or procedural issues;

•    Notifies Producers of pertinent information related to client retention;

•    Meets with clients as needed or directed by Producer;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience  

Six (6) or more years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Excellent verbal and written communication skills 

Ability to work within a team and to foster teamwork 

Excellent customer service skills, including telephone and listening skills

Good problem solving, analytical, organizational and time management skills

Excellent attention to detail

Proficient in Microsoft Office Suite

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