Account Manager - Financial Institutions
November 8
Description
• Manage onboarding of new clients and relationships • Act as primary client point of contact • Provide day-to-day service • Manage marketing process for prospect companies • Prepare and review client communications • Collaborate with producers, clients, and underwriters • Evaluate, rate, and market coverage enhancements • Compile and organize client information • Perform thorough contract reviews • Manage documents in agency management systems • Provide mentoring and training
Requirements
• Excellent communication skills • Professional composure • Advanced knowledge of Microsoft Office • Ability to be resourceful • Works well with others in a fast paced environment • Ability to train and give feedback • Exceptional time management skills • Ability to learn and adopt technology systems • Excellent at multi-tasking • Ability to review deliverables for accuracy • Intermediate project planning and management • Ability to forge relationships
Benefits
• Offers Equity • Offers Bonus • Full range of medical • 401(k) eligibility • Various paid time off benefits
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