Senior Account Manager -P&C

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

Duluth, Hybrid 3 days in office 

• Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility and contractual issues. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
• For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.
• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
• Conducts marketing and new business development for employee’s book of business.
• Delegates office administrative work to appropriate staff and oversees tasks.

• Assist Marketing with input and maintenance of Sagitta and/or Agency Management System
• Collect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate parties)
• Advanced knowledge of carrier web-sites for application detail input
• Analyze policies, coverages and clients’ operations to market data to prepare insurance renewal options, advise on best alternatives;
• Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage;
• Prepares presentations for clients
• Interact with other teams and assist when needed
• Work independently to resolve problems or enhance service in a timely manner
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Ensure expert knowledge is maintained

• Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
• Negotiate with carriers for best available premiums, commissions and coverage;
• Conduct sales presentations as needed;

• Set priorities and manage workflow for self to ensure all goals are met;
• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
• Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
• Enjoy active participation in community organizations;
• Project a professional image in action and appearance.

• May supervise Assistant Account Manager and/or Administrative Assistant position(s).

• Full knowledge of Property Casualty lines of coverage and services;
• Recognize problems and respond appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;
• Excellent attention to detail and time management abilities;
• Ability to multi-task and assign priority;
• Ability to work effectively and efficiently without direct supervision;
• Ability to work effectively and efficiently in a team environment as well as independently;
• Excellent interpersonal communication skills, both written and oral;
• Ability to manage Account Management staff and workflow.

• College degree or equivalent experience required.
• Georgia Property and Casualty License required;
• Valid Driver License required.
• Five or more years’ of experience in mid-size brokerage or carrier.
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Supervisory experience required;
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).