BKS Partners
The Sr Account Manager assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy Principal Responsibilities:Performs all Account Manager responsibilities as well as:Assists in establishing and maintaining appropriate commercial carrier relationships.Performs marketing activities for large accounts as assigned.Prepares risk maps or peer reviewing risk maps for assigned accounts.Coordinates service delivery including developing initial placement/renewal strategy.Completes special projects.Looks for opportunities to improve the firm, business segment and processes.
Brings issues and discrepancies to appropriate leadership.When requested, serves as a mentor to new colleagues.
Education, Experience, Skills and Abilities RequirementsObtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation.Must possess at least ten years’ experience and demonstrated proficiency in Commercial Account Management.Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.Demonstrates effective presentation skills through verbal and written communications.Exhibits excellent client service and problem-solving skills.Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments.Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint,and Outlook and the ability to learn any other appropriate insurance company and firm software programs.Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
Special Working Conditions:Fast paced, multi-tasking environment.Some travel may be required.
Important Notice:This position description is intended to describe the level of work required of the person performing in the role and is not a contract.
The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.
All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.