Key Account Manager handling strategic accounts in CABA/GBA for B2B solutions at tesa. Collaborating to enhance client relationships and drive business growth.
About the role
- Account Manager at Theodore & Associates managing client relationships and navigating complex insurance requirements. Located in a hybrid work environment focusing on client retention.
Responsibilities
- Manages client relationships and assists with technical and complex insurance needs
- Serves as main point of contact for the client
- Addresses client questions and provides guidance on appropriate coverage changes
- Assists with the strategic design of insurance plans for clients
- Acts as field underwriter and authorized representative of insurance carriers
- Oversees the preparation of proposals for the client
- Supports client needs by accurately producing binders, certificates, policies, endorsements, and other related items
- Facilitates the prompt response from carriers and their staff for claim settlements
Requirements
- College degree preferred
- 3-5 years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required
- Bilingual (Spanish/English) a plus or a must in some locations
- Strong analytical and mathematical skills
- Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
- Excellent written and verbal communications skills are required
Benefits
- Flexible work from home options
- Career advancement in a growing field
- Opportunity to make a difference in the community
- Job stability and strong compensation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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