Senior Account Representative

Posted 6 Hours Ago
Be an Early Applicant
Lakeland, FL, USA
In-Office
Senior level
Insurance
The Role
Serve as primary advocate for client needs across moderately complex accounts, ensure timely implementation of products/services, coordinate internal teams, support renewals and growth, prepare marketing materials and reports, and maintain strong client relationships.
Summary Generated by Built In

Summit provides independent insurance agents and their clients with market-leading workers’ comp insurance and elite customer service. We’re growing and currently serve more than 7,000 independent agents and 31,000 policyholders across the South, Midwest, and Mid-Atlantic.


Our strength comes from a single-minded focus on workers’ comp and a commitment to long-term customer relationships. Summit is who you turn to when you need a specialist who not only knows workers’ comp but also gets to know your business and your priorities.


Our field team members are located in every state in which we operate.


Summit is a member of the Great American Insurance Group where our highest goal is for all employees to feel included, respected, and empowered to perform at their best.

This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Essential Job Functions and Responsibilities

  • Serves as the primary advocate for customer needs and issues related to simple to moderately complex accounts or group of accounts.

  • Maintains a deep understanding of client requests, priorities, and needs to drive overall customer satisfaction.

  • Ensures implementation of product and/or services are delivered on time and meet client requirements in terms of schedule, risks, scope, and budget.

  • Ensures internal resources maintain a clear understanding of the client's requests, priorities, and needs to drive customer satisfaction.

  • Collaborates with Business Development, Marketing, Underwriting, Claims, Loss Control, etc.to address account-related concerns. Addresses client inquiries related to billing, legal matters, financial impact, and special handling instructions.

  • Assist Business Development, Marketing, and Underwriting in retaining and renewing accounts.

  • Leverages existing client relationships to support business growth and coordinates introductions to Business Development, Marketing, or Underwriting departments to prospect new business. Identifies potential new products/services for existing customers.

  • Prepares materials for new prospect marketing presentations and capabilities presentations.

  • Compiles data and prepares reports that track open issues, service levels, and product/service effectiveness.

  • Provides insights to enhance overall account management.

  • Performs other duties as assigned.

  • Great American’s culture is built on connection, shared learning, and strong relationships. To support this, employees in this role are expected to be on-site four days a week, with the flexibility to work one day remotely. Core in-office days are Tuesday–Thursday, with the fourth day determined by business needs.

    #LI-Hybrid 

Job Requirements

Education: Associate’s degree in Business Administration, Marketing, or a related field.Experience: Generally, a minimum of 3 years of account management experience, preferably in the insurance industry.Scope of Job/Qualifications: Familiar with account and client management principles and practices. Works on assignments of moderate technical complexity. Excellent written and verbal communication skills. Uses communication skills to build and leverage effective customer relationships and to explain/promote products and services. Maintains product and industry knowledge of the customers’ business. Proficiency in marketing software and tools, such as CRM systems and email marketing platforms. Strong analytical skills and attention to detail. Requires occasional day and overnight travel.

Company:

SCI Summit Consulting, LLC

Benefits:

We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.

 

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.

 

*Excludes seasonal employees and interns.

Skills Required

  • Associate's degree in Business Administration, Marketing, or related field
  • Minimum of 3 years of account management experience
  • Insurance industry experience
  • Familiarity with account and client management principles and practices
  • Excellent written and verbal communication skills
  • Proficiency in marketing software and tools such as CRM systems and email marketing platforms
  • Strong analytical skills and attention to detail
  • Occasional day and overnight travel
  • Work on-site four days per week (hybrid) with core in-office days Tuesday-Thursday
  • Authorized to work in the United States without the need for sponsorship

Great American Insurance Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Great American Insurance Group and has not been reviewed or approved by Great American Insurance Group.

  • Leave & Time Off Breadth PTO, paid holidays, and paid parental leave are positioned as generous from the first year. These time‑off provisions are seen as core strengths of the total package.
  • Healthcare Strength Health coverage includes comprehensive medical, dental, and vision options supported by HSA and FSA programs. Wellness resources such as EAP access, fitness facilities or reimbursements, and instructor‑led classes broaden the offering.
  • Retirement Support Immediate 401(k) eligibility with a competitive company match and potential discretionary retirement contributions support long‑term savings. An employee stock purchase option and various discounts further reinforce financial benefits.

Great American Insurance Group Insights

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The Company
HQ: Cincinnati, OH
4,738 Employees

What We Do

Based in Cincinnati, Ohio, the operations of Great American Insurance Group are engaged primarily in property and casualty insurance, focusing on specialty commercial products for businesses. We have more than 30 specialty property and casualty insurance businesses, and in 2021, approximately 50% of our gross written premium in our property and casualty operations was generated by business units with a Top 10 market ranking. Great American Insurance Company has received an "A"​ (Excellent) or higher rating from the AM Best Company for more than 110 years (most recent rating evaluation of "A+"​ (Superior) affirmed December 3, 2021). The members of Great American Insurance Group are subsidiaries of American Financial Group, Inc. (AFG), also based in Cincinnati, Ohio.

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