Account Manager

About the role

Conner Strong & Buckelew is hiring an Account Manager in the Major Accounts department. The role is responsible for daily client account servicing, including new and renewal business processes. The Account Manager serves as a procedural and technical resource for the Service Team and supports business retention, account rounding, and client meetings as directed by the Account Executive.

Responsibilities

• Assist in managing and retaining the assigned book of business; meet with clients and ensure their needs and requirements are met.
• Pursue new opportunities, including rounding accounts for all lines of coverage available in the current book.
• Participate in renewal marketing strategy meetings with the Account Executive and Producer.
• Prepare renewal submissions to insurance carriers and follow up to ensure timely receipt of quotations.
• Negotiate renewal terms and conditions with insurance carriers.
• Prepare renewal proposals using approved standard documents and oversee renewal binding instructions to carriers.
• Review complex certificates of insurance requests and contracts.
• Review policies for accuracy against bound terms and conditions, and complete the policy checklist before sending policies to clients.
• Communicate with Account Executives and/or Producers about issues or concerns affecting clients.
• Stay current on industry changes, technical and industry-specific developments, market conditions, and carrier appetites that could affect customer service.
• Promote teamwork and commitment to department and corporate goals.
• Train, guide, and develop account analysts and technical assistants; oversee their workflow and performance within the team.
• Manage account receivables for assigned clients, ensuring timely and accurate processing.
• Attend internal and external meetings as required, adhere to company policies, procedures, and guidelines, and perform other duties as assigned.

Key facts

• Department: Major Accounts.
• Responsible for daily account servicing, including new and renewal business processes.
• Oversees the workflow and performance of account analysts and technical assistants within the team.