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Account Manager

Jacobs Company Incorporated
Columbia, MD
  • Expired: September 22, 2022. Applications are no longer accepted.

Purpose

The Account Manager leads the service, sales and marketing efforts for a dedicated book of client accounts.

Position Summary

  • Directs sales, marketing and service for a assigned book of business
  • Trains and educates Customer Service Representatives and Commercial Risk Management Specialists

Responsibilities

  • Fosters strong client relationships by providing superior guidance, timely response, proactive education, and solutions-driven service
  • Possesses marketing and service expertise and imparts this knowledge and skills and abilities
  • Negotiates client coverage, rates, and premiums with insurance carriers
  • Clearly and effectively prepares and presents new coverage and renewal proposals
  • Meets with clients regularly
  • Trains and educates Customer Service Representatives
  • Trains and educates Commercial Risk Management Specialists
  • Facilitates new and renewal business implementation and/or placement consistent with company underwriting guidelines, including processing applications and quotes, ordering ID cards, preparing proposals, summaries, and comparisons, obtaining endorsements, certificates, and binders, setting up billing, and following up on and corresponding with assigned accounts
  • Maintains client files and records all client transactions, notes, activities, and full policy detail in the agency management system
  • Responds to client inquiries and attends to incoming mail, company requests, and producers in a timely fashion
  • Evaluates policy coverage and client needs
  • Identifies cross-selling and upgrade opportunities
  • Monitors quality and accuracy of client products and services, including receipt of and incorporation of correct endorsements, policies, certificates, and other coverage materials
  • Prepares billing in accordance with agency credit and collection policies
  • Reconciles accounting discrepancies
  • Serves as a knowledgeable resource on the impact of policy provisions and changes
  • Stays current on industry, carrier, and legislative requirements and applies this knowledge
  • Performs special projects as initiated and assigned by management

Accountability

Performance is measured against:

  • Financial goals (profitability, revenue generation, account growth and attrition)
  • Client satisfaction
  • Corporate and departmental goals

Competencies

  • Negotiation - Collaborates with the insurance carriers to provide solutions that meet clients' financial, coverage, and business goals
  • Training - Provides instruction and guidance to Customer Service Representatives and Commercial Risk Management Specialists to more effectively service, market and sell to client base
  • Analysis - Solves problems through analytical processes and reasoning
  • Consistency and Reliability
  • Time Management - Manages one's own time and the time of vendors, clients, and carriers with respect to applicable deadlines
  • Project Management - Prioritizes work load and client needs based on deliverables
  • Judgment and Decision Making - Considers the relative costs and benefits of potential actions to choose the most appropriate one
  • Active Listening - Gives full attention to what others say, takes time to understand the points being made, asks questions as appropriate, and does not interrupt at inappropriate times
  • Verbal Communication - Conveys information and ideas effectively; listens to and understands information and ideas presented through spoken words and sentences
  • Written Communication - Conveys information and ideas effectively; understands information and ideas presented through written communications
  • Problem Sensitivity - Discerns when problems exist or are likely to occur and reacts appropriately; understands the need for urgency
  • Team Collaboration- Works effectively and cohesively with co-workers, clients, insurance carrier reps, business partners and vendors

Experience and Education

  • Agent's license
  • CIC or CPCU certification preferred
  • Expertise in commercial lines insurance, including risk management products and services
  • Proven proficient knowledge of Microsoft Office applications (Outlook, Excel, PowerPoint)
  • Proficient in web-based applications and data management systems
  • Experience with Applied EPIC management system is preferable but not required
  • Exceptional ability to deliver quality customer service

Jacobs Company Incorporated

Address

Columbia, MD
21046 USA

Industry

Business

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