Account Manager

Your Responsibilities

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers supporting Private Equity business.

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers supporting Private Equity business.

• 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.

• 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 D&O, Cyber, Management Liability area 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.

candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
• Validate AI-generated outputs for accuracy and appropriateness.
• Apply sound judgment regarding data privacy, security, and regulatory requirements.
• Identify opportunities to improve team effectiveness through responsible use of AI.