AMD Account Manager

LEI Cross Financial Corp; Augusta (ME); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

The Cross Family of Agencies invites applications for an Account Manager in Maine's Alternative Markets. This role focuses on managing a portfolio of commercial lines clients, with emphasis on workers' compensation and risk evaluation.

Responsibilities include preparing renewals, coordinating with attorneys, actuaries and auditors, and presenting analyses to clients. A college degree or equivalent experience, 3–5 years in commercial lines, and a Property & Casualty Producer License are required.

Competenze

• College degree or equivalent work experience.
• 3–5 years of commercial lines experience with a focus on workers' compensation.
• Property & Casualty Producer License.
• Ability to anticipate needs and exercise independent judgment.
• Strong analytical and problem-solving skills with attention to detail.

Mansioni

• Day-to-day management of assigned customers and accurate evaluation/analysis of performance.
• Coordinate with external vendors (attorneys, actuaries, accountants) and internal stakeholders for renewals and audits.
• Prepare applications and data for renewals, audits, and actuarial reports.
• Support members and Fund Administrators with new business activities and member acquisition.
• Renewal and retention of self-insured groups.

Conoscenze

Analytical thinking

Problem solving

Attention to detail

Communication skills

Time management

Oral & written communication

Interpersonal skills

Independent judgment

Financial statement literacy

Presentation/public speaking

Formazione

College degree or equivalent

Strumenti

Microsoft Office

Descrizione del lavoro

The Cross Family of Agencies welcomes you. We need your talent and expertise. POSITION: Account Manager DEPARTMENT: Alternative Markets REPORTS TO: VP - Alternative Markets

Position Requirements:

• College degree or equivalent work experience.
• Three to five years of commercial lines experience with a desired concentration in workers' compensation.
• Property & Casualty Producer License
• Ability to anticipate needs and exercise independent judgment.
• Strong analytical and problem solving skills with attention to detail.
• Mathematical/accounting aptitude with ability to understand financial statements.
• Well-developed time management skills with the ability to prioritize and balance multiple assignments.
• Excellent presentation/public speaking, listening, interpersonal, oral and written communication skills.

Primary Accountabilities:

Knowledge of self-insurance concepts and operating principals. Gains basic knowledge of department errors and omissions exposures and E & O procedures. Recommends and implements techniques increasing productivity using Microsoft Office and other products/databases. Develops and maintains an image of corporate excellence using teamwork with an emphasis on professional and credible customer service. Development of positive customer relations and communications to meet and exceed customer expectations.

Essential Job Functions:

Day to Day Management of Assigned Customers Accurate and timely evaluation/analysis of performance, including experience mod calculations, audits, monthly account balancing, and various other reports. Effective management and facilitation of various meetings (Board, Annual, Safety) including presentations. Accurate compilation of applications and data for insurance renewals, audits and/or actuarial reports. Interface and coordination with external vendors (attorneys, actuaries, accountants, etc.) Effective support and assistance to Fund Administrator, Board Chairs, Trustees and members. Effective support and assistance for new business activities and member acquisition, including application, legal, administrative and integration processes. Successful renewal and retention of assigned self-insured groups.

Effective Problem Resolution:

Anticipation, identification and resolution of problems. Effective coordination of internal and external resources. Accurate and timely response to technical issues, requests & questions.

Maintain Group Management Within Established Legislated Rules & Framework:

• Understand and comply with Insurance rules and regulations in accordance with the various states of operation, such as the State of Maine and Bureau of Insurance, including Rule Chapter 250, and Maine Worker’s Comp Act.
• Ensure accurate and timely compilation of financial, actuarial and claim data to meet all State requirements.
• Effective education of members.

Performs other duties as assigned by VP of Alternative Markets.

The above describes the primary functions of this position; however, it should not be considered a detailed description of all assigned tasks.

Family Owned:

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.