Sr. Client Account Rep - Chicago, United States - Axelon Services Corporation

Description

This position works closely with Client Clients, Account Executives, Senior Account Executives, and Client Executives and provides support to help clients coordinate solutions, manage accounts, obtain advice, administer programs, and perform other duties as assigned.

Additional Details:
Client is in multiple locations
Data Management and organization for the client who is a Senior Living Client (Not a nursing home setting)
Surveys from the locations
Working through acquistion projects
Understanding what is needed between the client and the Client team
Responding to vendor requests
Zoom meetings - on camera
Discussing data needs
Dealing with head of Risk Management Lead at Discovery
Stakeholders are aware of what is needed
Job Titles on a resumes: Sr. Account Manager, Associate, Client Manager
Training: 2 week dedicated systems training. Basic overview of Link and understand of thesystems.

What can you expect?

This position is critical to successfully support Client working directly with the clients risk and operational teams on projects.

You will be expected to go through Client on the job training for day-to-day insurance service tasks and renewal cycle as well as learn the interworkings of the client s risk management team and systems platform.

You will work with a highly acquisitive senior living operator and be expected to organize and manage data for new acquisitions on a regular basis as wella as support the integration efforts with the client risk management team.

In this dual facing role, you will work closely with the Client team as well as the client risk management team.

You will be expected to take the lead on tasks including but not limited to gathering exposure data in excel, compiling renewal applications, and creating loss summaries in excel. Maintain accurate records of insurance policies, certificates, and coverage details as well as requesting and administering certificates and auto insurance cards. Coordinate the renewal process for various insurance policies, including property, liability, and other relevant coverages. Manage billing and payment reconciliation, lender/owner requirements, policy review and transmittals, and endorsements tracking and transmittal.

Analyze performance metrics and provide recommendations for enhancing the program's effectiveness.

Work closely with consultants and actuaries to assess risk exposures and optimize the program structures.

Oversee various programs, ensuring timely processing of claims and adherence to relevant regulations.

Review and analyze insurance claims to identify trends, patterns, and potential areas of risk.

Collaborate with internal stakeholders and insurance providers to resolve claims efficiently and fairly.

Utilize claims data to assist in the development of risk mitigation strategies.

What is in it for you?

A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people

A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Client, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields

You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace.

You will be doing impactful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance.

Competitive pay, and full benefits package effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution)

Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture

Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

We will count on you to:

Support Clients, Account Executives and Client Executives iniatives pertaining to insurance programs and daily services

Collaborate internally and externally to drive business decisions, and improve the client experience throughout the day-to-day services, proposal and renewal process.

Facilitate claims notification, contracts review and audits review, and follow up regarding endorsements, policy issuance, extensions and cancellations, and escalate concerns to direct manager or client team, as appropriate

Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards

Monitor the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database

Strengthen and maintain relationships with client and client teams to provide best in class service and drive growth and retention

Respond directly to simple and moderately difficult client questions and requests, and solicit assistance as needed

Ensure all client information is collected, reviewed, updated and communicated to teams for optimal program solutions and pricing

Participate in meetings with client and insurers throughout the renewal cycle as necessary

What you need to have:

Bachelor's degree in Risk Management, Business Administration, Finance, or a related field.

Relevant professional certifications (e.g., CIC, CRM, ARM, CPCU) would be advantageous

Minimum of 5 years experience in insurance, Property & Casualty focused

P&C broker license, or ability to obtain one within 90 days of hire

Strong Excel proficiency (vlook up, pivot tables, managing large data sets) and working knowledge of the MS Office Suite

Exceptional interpersonal skills coupled with strong written and verbal communications

Excellent organizational and time management skills; must be a self-starter, proactive, responsive, and resourceful

Must have keen attention to detail with a focus on accuracy

Must enjoy a fast pace working environment

What makes you stand out:

Bachelor s degree in Risk Management and insurance specific designations.

Excel proficiency

Proven experience in risk management within the senior living industry

In-depth knowledge of risk management principles, insurance policies, and relevant legal and regulatory frameworks.

Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions.

Excellent communication and interpersonal skills to liaise with internal teams, insurance providers, and other stakeholders.

Detail-oriented with a focus on accuracy and compliance.

Ability to adapt to a dynamic business environment and effectively prioritize tasks.