Account Manager; Client Services

Job Details

Job Location:

Millersburg, OH 44654. Position Type:
Full Time.

The Account Manager is responsible for the day‑to‑day servicing of existing clients in tandem with the Risk Advisor. The Account Manager is responsible for developing and maintaining relationships with existing clients. Essential functions include facilitating policy changes, processing renewals and certificates, generating quotes, and supporting all other daily client needs.

• Supports the Risk Advisor by providing service to existing clients with a focus on client retention.
• Develops relationships with clients and is responsible for independently completing client requests in a timely manner.
• May service small business accounts.
• Quotes new lines of business and remarkets the insurance program of existing clients.
• Assists team with the renewal process.
• Uses interactions with current clients to facilitate cross‑selling opportunities.
• Assists clients with coverage changes and answers coverage questions.
• Reviews a client’s policy upon contact to ensure their policy is up‑to‑date.
• Identifies potential exposures and facilitates coverage review with client.
• May specialize in niche markets.
• Mentors new account managers or assistant account managers.
• Manages client activity within AMS
  360, Image Right, and all other technologies for maximum efficiency and accurate documentation and follow‑up.
• Other job duties as assigned.

Education or Experience

• Previous experience with Commercial Insurance is preferred, but not required.
• High School diploma or equivalent required.
• Requires possession and maintenance of a Property and Casualty license.
• Must have a current driver license and an insurable driving record.

• General office work environment.
• Regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arms and hands, stand, walk, stoop, talk, and hear.
• May be required to lift and/or move up to 10 pounds.

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). The employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note:

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.