Account Manager Services (Commerical Insurance)

Peskind Executive Search; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading executive search firm in Boca Raton is seeking an Account Manager for Commercial Insurance services. You will manage client relationships, implement new client launches, and conduct marketing efforts. The ideal candidate should have a Bachelor's degree, at least 3 years of experience in the insurance industry, and strong negotiation and customer service skills. This role offers the opportunity to build strong client connections and work in a dynamic environment.

Qualifications

• Minimum of 3 years' experience in the insurance industry, specifically in property and casualty.
• Ability to develop strong working relationships with clients and carriers.
• Strong organizational skills to manage project timelines.

Responsibilities

• Act as primary service contact for clients and develop relationships.
• Implement new client launches including communications and timelines.
• Conduct marketing efforts as assigned.

Skills

Negotiation and persuasion skills

Customer service skills

Project management skills

Microsoft Office proficiency

Education

Bachelor's Degree in a business related field

Job description

Account Manager Services (Commercial Insurance)

Responsibilities

• Primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.
• Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange (file transfers, enrollment systems, etc).
• Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
• Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
• Conducts all marketing efforts as assigned by unit.
• Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
• Responsible for explaining new benefit offerings and communication strategies to existing clients.
• Develops prospective client proposals.

Requirements

• Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
• At least 3 years’ experience in the insurance industry, specifically in the property and casualty area (niche in real estate) is required.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
• Demonstrated presentation skills including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Ability to interact with vendors effectively.
• Good working knowledge of financial arrangements and products available to clients.
• 2-20 License (if compensated on new business)