Senior Account Manager, Transportation

Full Time • Kansas City, MO, United States of America

83,023 - 105,125 (Yearly) Added 1 month, 2 weeks ago

Summary

LOCATION

Not specified

QUALIFICATIONS

5+ years of experience in a Property & Casualty brokerage environment, deep technical knowledge of Property & Casualty business, understanding of agency processes and procedures, and strong understanding of Agency Management Systems.

RESPONSIBILITIES

Manage day-to-day client service requirements, oversee client management including renewals and claims, handle client accounting responsibilities, maintain relationships with carriers and wholesalers, and engage in corporate citizenship initiatives.

INDUSTRY

Insurance and Risk Management

SHORT DESCRIPTION

The Senior Account Manager is responsible for managing a Transportation book of business, ensuring client service excellence, and overseeing insurance program execution while adhering to corporate standards.

The primary role of the Senior Account Manager is to handle the day-to-day Client Service requirements on a Transportation book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.

The SAM should have a deep understanding of coverage and insurance programs, but their focus includes a significant amount of time spent on system activity and communication with the client via email, phone or in person. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

The SAM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

Key Responsibilities:

Client management:

Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
Manages a renewal book of business, Including Submissions, Marketing, Proposals and Binding.
Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
Obtain loss run or policy documentation directly from a carrier website as needed.

Day to Day Client Service:

Primary recipient of daily questions or changes from the client or forwarded by the Producer/AE.
Work with Associate Account manager or 3rd party vendor to issue .Certificates, Invoices, policy/endorsement/audit checking.
Submitting and managing changes to the carrier per the client’s request.
Update the system of record to properly reflect conversations, communications and policy documentation.
Processing of monthly, quarterly or annually audits and monthly reports received.
Handling contract reviews that are not complex in nature.
Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.

Client Accounting Responsibilities:

Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing.
Responsible for request for invoice on an agency bill policy within the corporate guidelines.
Communication with the Client and Producer when there is an Aged A/R Issue
Generate the request to return funds to the client as appropriate.
Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.

Carrier & Wholesaler Relationships:

Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client

Corporate Citizenship:

Active engagement in corporate initiatives as required for your role
Assist in driving a culture of accountability and collaboration, where great performance is recognized
Participate in New Business activity as requested
Actively support corporate retention goals
Follow procedures for maintaining documentation to mitigate F&O
Participate in any corrective action that have arisen during a local compliance audit
Engage in stretch assignments that will further develop their career development

Required Skills & Experience:

5+ Years of experience in a Property & Casualty brokerage environment
Deep technical knowledge of Property & Casualty business
Understanding of agency processes and procedures
Strong understanding of Agency Management Systems

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page:

www.risk-strategies.com/careers

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