Account Manager, National Accounts

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🕒 vor 1 Monat

🏄 California – Remote

🏄 California – Remote

💵 $63.000 - $121.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

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Relation Insurance Services

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1001 - 5000 Mitarbeiter

💼 Beratung

🏗️ Bauwesen

🏥 Gesundheitswesen

Consulting • Construction • Healthcare

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Beschreibung

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures • Partners in the strategic development of insurance plans tailored to client needs • Strategically manages the remarketing of renewals to ensure high account retention rates • Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies • Communicates various billing and invoicing options • Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs • Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed • Proactively communicates significant audit discrepancies to clients and determines further action • Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity • Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services • Recommends process improvements as needed • Quickly identifies and resolves complex client service issues • Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience • Performs other projects, duties, and tasks, as assigned.

🎯 Anforderungen

• High School Diploma or equivalent • Four-year degree preferred • A Property and Casualty License from state of domicile is required and must be maintained • Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM) • Minimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is required • Strong analytical and mathematical skills • Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions • In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs • Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others • Proficient skills in Microsoft Office (primarily Excel and Word) • Must be computer literate with the ability to learn new software applications • Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures • Ability to travel up to 10% of the time as needed • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

🏖️ Vorteile

• Competitive pay • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays