Account Manager, Middle Markets

About the Role

Key Responsibilities

• Stay up to date with coverages and market trends affecting assigned book of business, demonstrating ability to clearly communicate these details with clients.
• Coordinate with Account Coordinators and Account Executives; work directly with a Producer when necessary.
• Create client deliverables, participate in client presentations and the strategic planning process.
• Manage multiple clients in accordance with P&C practice service requirements and best practices to sustain client retention.
• Lead Marketing and/or Renewal process; request information from markets and clients, review documents, develop specifications, secure quotes, analyze proposals, and negotiate changes or make recommendations.
• Deliver strategic overview on accounts, review documents, and ensure client needs are met.
• Build positive relationships with clients, carriers, and team members.
• Ensure timely policy review and delivery.
• Manage contract review, explain and clarify details with clients verbally and/or in writing.
• Market and cross-sell additional lines of coverage, involving team members when faced with challenging issues or to showcase capabilities.

Requirements

• Proactively and effectively manage and service clients to meet needs, timelines, and expectations.
• Read and interpret information clearly for clients and colleagues both verbally and in writing.
• Build relationships and interact in a tactful and professional manner in a fast-paced, customer-centric environment.
• Proactively overcome barriers and find acceptable solutions to client issues.
• Coach and develop less experienced staff members and foster camaraderie within the Practice.
• Experience & Qualifications: College degree preferred, high school diploma or equivalent required.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent analytical, negotiation, and organizational skills; ability to multi-task and shift focus as priorities change.
• Required to obtain applicable insurance license(s) within 90 days of hire.
• Valid Driver's license and reliable transportation.
• Ability to travel as necessary.

Nice to Have

• Experience in insurance brokerage or related field.
• Additional industry-specific certifications or licenses.

Qualifications

• High school diploma or equivalent required.
• Proficiency with Microsoft Office Suite.
• Ability to obtain insurance license(s) within 90 days.

Benefits & Perks

• Medical, Dental, and Vision coverage.
• 401k Retirement Plan with company match.
• Paid vacation, holidays, and sick days.
• Life Insurance, Short-term, and Long-Term Disability benefits.
• Flexible Spending Account (FSA).
• Wellness programs and workplace flexibility benefits.
• Professional development and reimbursement programs.
• Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.