Truist Insurance Holdings, Inc.
Commercial Lines Senior Account Manager - Real Estate
Truist Insurance Holdings, Inc., Atlanta, Georgia, United States, 30383
Commercial Lines Senior Account ManagerLocation:
Atlanta, GA
Time Type:
Full time
Posted On:
Posted 4 Days Ago
Job Requisition ID:
R0092850
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Build and maintain key client and carrier relationships by phone, email and in person.
Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
Continually seek cross-sell opportunities and suggest new lines of coverage.
Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Lead the marketing of accounts of smaller, less complex accounts.
Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to client.
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.
QUALIFICATIONS
Required Qualifications:
Bachelor's degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license (Property & Casualty)
Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight
Preferred Qualifications:
Advanced degree
Certification in field of endeavor
Experience with Requests for Proposal
General Description of Available Benefits for Eligible Employees of TIH Insurance:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
TIH supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.
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Atlanta, GA
Time Type:
Full time
Posted On:
Posted 4 Days Ago
Job Requisition ID:
R0092850
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Build and maintain key client and carrier relationships by phone, email and in person.
Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
Continually seek cross-sell opportunities and suggest new lines of coverage.
Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Lead the marketing of accounts of smaller, less complex accounts.
Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to client.
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.
QUALIFICATIONS
Required Qualifications:
Bachelor's degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license (Property & Casualty)
Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight
Preferred Qualifications:
Advanced degree
Certification in field of endeavor
Experience with Requests for Proposal
General Description of Available Benefits for Eligible Employees of TIH Insurance:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
TIH supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.
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