Account Manager Lead - Generalist

Ceridian HCM, Inc.; Illinois; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated customer service professional to manage client relationships and support business development. This remote role involves fostering strong connections with clients, ensuring high satisfaction, and mentoring staff. You will play a crucial role in the renewal process, analyzing coverage, and preparing proposals. If you have a passion for customer service and possess strong leadership skills, this opportunity allows you to make a significant impact while working within a collaborative team environment.

Qualifications

• 8+ years of related work experience in customer service and account management.
• Valid Insurance License required and must meet Continuing Education requirements.

Responsibilities

• Manage client relationships and ensure satisfaction for small to large market accounts.
• Support Producers in developing new business opportunities and renewal strategies.

Skills

Verbal Communication

Written Communication

Organizational Skills

Customer Service

Leadership Skills

Problem-Solving

Time Management

Education

Bachelor's Degree

Job description

SUMMARY

Responsible for providing customer service and overall support to assigned customers and/or policies on large market accounts. Supports the Producer in soliciting new business and other Producer-led initiatives. Provides mentoring to staff to support the immediate supervisor.

This is a remote role.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Fosters and manages the overall relationship with clients, ensuring retention of small to large market accounts and high satisfaction;
2. Supports the Producer in developing new business opportunities for existing clients and prospects;
3. Initiates the renewal process for existing clients and discusses and creates renewal strategies with the Producer;
4. Analyzes and compares current exposures, developing renewal or new business specifications for marketing;
5. Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
6. Independently reviews policies to determine appropriate coverage and identifies possible deficiencies;
7. Reviews and summarizes marketing results, preparing proposals;
8. Finalizes proposals and presentations in coordination with the Producer;
9. Binds insurance coverage and prepares binders and/or delegate certificates for issuance;
10. Reviews policies for accuracy and reviews contracts;
11. Prepares summaries and/or schedules of coverage for clients;
12. Reviews client accounting history, responds to inquiries, corrects discrepancies, and contacts clients regarding receivable collections;
13. Provides technical guidance to staff assisting with client needs or procedural issues;
14. Participates in the claims process as directed by management, including claim submission, follow-up, and communication;
15. Notifies the Producer of pertinent information related to client retention;
16. Meets with clients as needed or directed by the Producer;
17. Provides mentoring to staff to support the immediate supervisor;
18. Manages collection of fees, reconciliation, and resolution of outstanding balances within 90 days of invoicing;
19. Ensures compliance with agency management system data standards and maintains data integrity by entering and updating complete and accurate information;
20. Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree
• Eight (8) or more years of related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License required
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Advanced planning, organizational, and prioritization skills
• Ability to work within a team and foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Strong leadership, problem-solving, and time management skills