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    Account Manager II - Seattle, United States - Crump Life Insurance Svcs Inc

    Crump Life Insurance Svcs Inc
    Crump Life Insurance Svcs Inc Seattle, United States

    3 weeks ago

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    Description
    Account Manager II - Insurance page is loaded

    Account Manager II - Insurance

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    locations

    Seattle, WA

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    R

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
    Need Help?
    If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to

    Accessibility

    (accommodation requests only; other inquiries won't receive a response).

    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.


    Remote Opportunity

    ESSENTIAL DUTIES AND RESPONSIBILITIES
    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

    • Build and maintain key client and carrier relationships by phone, email and in person.
    • Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request.
    • Continually seek cross-sell opportunities and suggest new lines of coverage.
    • Work with Producer and/or Marketing Account Executive, if applicable, to 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 as requested by Producer and/or Marketing Account Executive, if applicable.
    • Prepare marketing information or provide required information to a marketing person. As appropriate, present the options to the client.
    • Complete 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:
    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Bachelor's degree or equivalent education and related training
    • Five years of relevant insurance industry experience
    • Appropriate insurance license(s)
    • 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
    The annual base salary for this position is

    $75,000 - $85,000.
    General Description of Available Benefits for Eligible Employees of

    Truist Financial Corporation:
    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 Truist offering the

    position. Truist


    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.

    For more details on Truist's generous benefit plans, please visit our Benefits site .

    Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

    As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    This position is part of TIH.

    Truist Financial Corporation has reached an agreement to sell its remaining stake in Truist Insurance Holdings (TIH). As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer to the news release

    for details.


    All insurance positions within TIH will have "TIH" noted in the job posting to indicate they are not part of Truist.


    McGriff Insurance Services 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.

    McGriff Insurance Services is a Drug Free Workplace.
    EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify


    When it comes to protecting what matters most in business and everyday life, we believe our clients should never settle for less than the best.

    For more than a century, we've relied on expertise, resources, and relationships to deliver insurance, risk management and employee benefit solutions focused on our clients' priorities and what they value most.

    Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles:

    Integrity:
    We do what we say, every time.

    Determination:
    We relentlessly pursue success on your behalf.

    Passion:
    We are specialists in our field driven to serve you.

    Collaboration:
    We build strong relationships with teammates, partners, and you to create the best solutions.
    The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path.

    #J-18808-Ljbffr
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