Account Manager

Position Details

Job Title: Account Manager

Department: Commercial Lines

Division: Large Commercial

Reports To: Designated Commercial Lines Service Team Supervisor

Contract: No

FLSA status: Non-exempt

Position Description

The Account Manager is primarily responsible for the ongoing servicing of our commercial clients and maintaining a partnership with the Commercial Lines Producer to support business development activities. This position is often the primary day-to-day contact for the client and addresses questions, service needs, and vendor management interventions. The Account Manager services their assigned book of large commercial accounts and uphold our heroic level of customer service standards.

At Henderson Brothers, our Commercial Lines division works in a team capacity. The Account Manager is a core member of the team. Working with the Producer, Associate Account Manager, and Account Support Representative, the Account Manager possesses an overarching knowledge of all moving components of each client account.

Primary Responsibilities & Duties

Complete ongoing daily service needs of Large Commercial client accounts in a proactive and effective manner.

Inform and educate clients about coverages, exclusions, exposures, and audits to identify opportunities to round out accounts and improve customer program

Provide consistent, accurate, and timely communication to clients & vendors

Maintain accurate and complete records of all activities related to clients in internal CRM, following established workflow and standards

Conduct proactive client renewal process, soliciting support from team members

Attend client facing accountability/renewal meetings with producers as available

Expand and maintain working knowledge of Property & Casualty plans, additional services offered in the department, and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs

All other duties as assigned

Position-specific Competencies

Detail-oriented

Analytical

Perseverance

Business Acumen

Effective Communication

HBI Competencies

Integrity : Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics.

Heroic Service : White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations.

Teamwork : Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group.

Kindness : Shows concern and consideration for others. Is generous with time, talent, and overall possess a willingness to help.

Qualifications

Bachelor’s degree preferred

3+ years of property & casualty account management experience

Property & Casualty Agency License required prior to hire

Expertise in property & casualty policy management

Exceptional organizational and administrative skills

Demonstrated ability to manage multiple tasks and work efficiently under pressure

Professional communication skills (including listening, speaking and writing)

Ability to work effectively in a team atmosphere

Proficient in Microsoft Office

Willingness and ability to learn

Work Environment

While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.

EEO Statement

Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.