Support Client Director in delivery and manage team capabilities for timely execution. Collaborate internally and externally to drive innovative solutions for clients and Dentsu.
About the role
- Senior Account Manager managing middle-market education accounts in a growing insurance broker. Collaborating with team members and ensuring compliance with insurance standards while maximizing account management results.
Responsibilities
- Oversee service and strategy of assigned book of accounts
- Maintain HUB professional service standards as required and ensure team compliance
- Maintain appropriate professional licensing and continuing education
- Pursue professional development opportunities
- Appropriately document conversations with clients and carrier personnel and update all HUB computer systems and agency management system, ensuring accuracy of data in those systems
- Maintain familiarity with industry trends and new insurance products
- Be responsible for the quality of HUB client deliverables, i.e. policy analysis, loss analysis, risk profile analysis
- Collaborate with producer(s) and practice leader as required to maximize account management results
- Review client insurance related contracts as necessary
- Travel on company business as necessary
- Prepare management reports as necessary
- Develop a deep understanding of client insurance objectives and provide thoughtful analysis and comparison of coverage terms and conditions.
- Troubleshoot, identify issues, and resolve matters between the client and the insurance company independent of manager approval
- Manage and hold periodic client meetings such as a Stewardship or Pre-Renewal meeting
- Develop new and expanded business opportunities
- Cultivate and manage underwriting and carrier relationships to strategically support client needs.
Requirements
- 5+ years of Commercial Lines Insurance experience within an agency
- A current Property/Casualty Insurance License is required
- Excellent oral and written communication skills
- Proven ability to identify issues, deliver proactive customer service, and resolve problems independently without manager involvement
- Ability to teach and mentor team members
- Ability to prioritize and multitask
- Proficiency with computer systems, including but not limited to Microsoft Office and automated Agency Management Systems
- Ability to work in a collaborative team environment
- Demonstrated high-level attention to detail
- Available for business travel, as necessary
- Advanced professional designation(s) are highly desirable
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
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