Senior Employee Benefits Account Manager
Core
Senior Account Manager responsible for client service delivery, insurance processing, and team coordination for external and internal customers.
Role type
Senior IC account manager (insurance services)
Builds
Client service solutions and insurance renewals
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
insurance processing, client coordination, team coaching, renewal management, quote review, underwriter negotiation, E&O compliance documentation
Preferred skills
professional insurance designation, electronic environment proficiency
Technologies
Microsoft Word, PowerPoint, Excel
Responsibilities
Manage team operations and coordinate with Account Associates; coach and assist team members on client services; troubleshoot client issues and support decision-making; manage new business and renewal processes; ensure service standards and implement process improvements; review quotes for accuracy and negotiate coverage/price with underwriters; complete renewal bind processes and maintain accurate client files.
Seniority
Senior, hands-on IC