Account Manager - Client Solutions

Colonial Group; California; Remote; USD 65,000 - 95,000; Full time

Job summary

Colonial Group is seeking a qualified professional to support Producer teams in generating new NASC business opportunities and to assist with renewal planning for existing clients. The role also involves evaluating exposures and preparing renewal or new business specifications, negotiating rates, and coordinating proposals.

The candidate will help onboard new NASC clients and may represent NASC at benefit fairs or with producers as needed.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance License and ongoing CE requirements for license renewal.

Responsibilities

• Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC.

Skills

Leadership

Customer service

Verbal and written communication

Teamwork

Microsoft Office Suite

Education

Six or more years related work experience

Associate's Degree or equivalent

Valid Insurance License

Tools

Microsoft Office Suite

Job description

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC.
• Discusses and creates renewal strategy with Producer for continuing NASC products.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Manages the complexity of onboarding new clients for the NASC enrollment services team.
• Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Complies with agency management system data standards and data integrity (enters and maintainscomplete and accurate information).
• Other duties as assigned.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION/EXPERIENCE

• Associate's Degreeor equivalent combination of education and experience
• Six (6) or more yearsrelated work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent leadership, problem solving and time management skills.
• Excellent customer service skills, including telephone and listening skills.
• Excellent verbal and written communication skills.
• Ability to work within a team and to foster teamwork.
• Proficient in Microsoft Office Suite.

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