Account Manager, Select Business Unit
CurrentResponsible for working with Advisors/Client Executives and Account Executives to service client accounts. Manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. • Works proactively to develop relationships with carrier and client contacts; may take active role in meetings• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.• First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
