- Builds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings
- Analyzes risk, coverage, program structure and recommends options; consults with and enacts client decisions on access to portal by their staff
- Manages time effectively to prioritize workload, client service requests, and service parameters on business processes
- DATA AND PROCESS INTEGRITY
- Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
- Achieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals
- Communicates effectively with Client Service Representatives and provides timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload
- Develops successful and effective working relationships with Producers, Account Executives, Client Service Representatives, service team members, managers, carriers, and members of other departments
- PREFERRED
- BS/ BA in Business, Insurance or related field
- Experience working with agency management systems
- Familiarity with benefit management systems including Applied Epic, Ease and Employee Navigator
- Proficient skill level in Microsoft Office Suite
- Local independent insurance agency serving families and businesses in the Chicago area
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Group Benefits, Account Manager - Arlington Heights, IL, United States - Joseph M. Wiedemann and Sons, Inc. - Arlington Heights, IL Careers
![Joseph M. Wiedemann and Sons, Inc. - Arlington Heights, IL Careers](https://contents.bebee.com/public/img/noimg-businessx400.jpg)
1 week ago
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Description
The Account Manager is at the center of ensuring the highest level of service to our clients.He or she builds effective, personalized working relationships with clients and prospective clients, learning their risk and insurance program needs.
The Account Manager engages the full-service team and resources to manage each year's renewal process.Account Manager displays an understanding of the marketplace and industry, and uses that expertise in placing coverage and negotiating terms and conditions on behalf of clients.
The Account Manager oversees the accuracy of client information in our agency management system.Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs