Account Manager

MMC Corp • King Of Prussia, PA • 1h ago

The Account Manager is responsible for supporting the Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Demonstrates strong knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Build and maintain key client and carrier relationships by phone, email and in person.

Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.

Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client.

Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

Prepare marketing information or provide required information to a marketing person.

Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.

Prepare and deliver all applicable forms to client.

Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.

Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.

Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

Other duties and responsibilities as requested by management.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor's degree or equivalent education and related training

Two years of relevant insurance industry experience

Appropriate insurance license(s)

Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

Ability to travel, occasionally overnight

Preferred Qualifications:

Advanced degree

Certification in field of endeavor

Experience with Requests for Proposal

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

Sitting - Constantly (more than 50% of the time)

Standing - Frequently (25% - 50% of the time)

Walking - Frequently (25% - 50% of the time)

Bending - Occasionally (Less than 25% of the time)

Lifting - Up to 10 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

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