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Client Account Manager

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POST DATE 8/17/2016
END DATE 10/12/2016

First Niagara Buffalo, NY

Company
First Niagara
Job Classification
Full Time
Company Ref #
5000129761206
AJE Ref #
575905079
Location
Buffalo, NY
Experience
Mid-Career (2 - 15 years)
Job Type
Regular
Education
Associates Degree

JOB DESCRIPTION

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Job Description



Overview

Develop a strong relationship with the client and the First Niagara sales team as their primary contact in order to enhance the agency's relationship with client. Be responsible for analyzing current insurance program, offer alternative options and present to the client. Be a role model for the First Niagara culture and a resource for its members. Be personally accountable for supporting goals and initiatives.

Key Responsibilities



* Assume overall responsibility of client relationship, account retention and developing comprehensive risk management solutions.

* Work independently to inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs.

* Gather renewal data and additional coverage information according to timeline set forth in procedures. Work with Sales Team to create timely renewal strategy.

* Negotiates renewals and new line of coverage's with appropriate insurance carriers understanding the underwriting requirements for each carrier being approached.

* Assists in design of, or independently designs, insurance programs for clients. Meet and present such designs and recommendations to other account team members and/or clients

* Visit clients independently, or in conjunction with other account team members, as needed to maintain knowledge of the client's operations, and establish a working relationship.

* Prepares and deliver coverage analysis (proposal) for client presentations.

* Overall coordination of service agreements (Stewardship and Service Plans) meeting agreed upon deadlines.

* Keeps abreast of both insurance and client industry changes, communicate changes to client and team members.

* Educate and onboard client online resources

* Refers current and prospective clients to appropriate divisions.

* Promote the First Niagara culture & client experience.

* Must adhere to pertinent laws, regulations, First Niagara's Compliance Policy and external compliance requirements.

Minimum Qualifications

* * College education or at least three years of equivalent insurance experience.

* * Knowledge of insurance products and usages and commitment to complete educational requirements including Pictorial, IIA, CISR, or CPCU courses.

* * Property Casualty licensed required within six months of hire date.

* * Knowledge of insurance markets, rating procedures, coverage's, and industry operations to effectively manage, maintain, and write assigned client and prospect.

* * Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.

* * Ability to utilize computer and understand functionality. Consistently increasing knowledge of available technology and amending work patterns to maximize efficiency.

* * Knowledge and ability to perform technical tasks to expedite client service.

* * High degree of self-discipline and motivation.

* * Possess skills of persuasion and negotiation.

* * Satisfactory completion of agency testing requirements.

* * Understanding of special coverage's and service needs of assigned clients that require specialized knowledge for contract review, specification review, specialized coverage's etc. (for example contractors-including but not limited to OCP's, Railroad Protective Liability policies, NYS Department of Transportation requirements, Builders' Risk and Installation coverage's and project insurance specification review and analysis).

* * Must maintain a valid driver's license, or have transportation available when needed to be able to leave for calls, meetings and/or visits.

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Overview

Develop a strong relationship with the client and the First Niagara sales team as their primary contact in order to enhance the agency's relationship with client. Be responsible for analyzing current insurance program, offer alternative options and present to the client. Be a role model for the First Niagara culture and a resource for its members. Be personally accountable for supporting goals and initiatives.

Key Responsibilities



* Assume overall responsibility of client relationship, account retention and developing comprehensive risk management solutions.

* Work independently to inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs.

* Gather renewal data and additional coverage information according to timeline set forth in procedures. Work with Sales Team to create timely renewal strategy.

* Negotiates renewals and new line of coverage's with appropriate insurance carriers understanding the underwriting requirements for each carrier being approached.

* Assists in design of, or independently designs, insurance programs for clients. Meet and present such designs and recommendations to other account team members and/or clients

* Visit clients independently, or in conjunction with other account team members, as needed to maintain knowledge of the client's operations, and establish a working relationship.

* Prepares and deliver coverage analysis (proposal) for client presentations.

* Overall coordination of service agreements (Stewardship and Service Plans) meeting agreed upon deadlines.

* Keeps abreast of both insurance and client industry changes, communicate changes to client and team members.

* Educate and onboard client online resources

* Refers current and prospective clients to appropriate divisions.

* Promote the First Niagara culture & client experience.

* Must adhere to pertinent laws, regulations, First Niagara's Compliance Policy and external compliance requirements.

EEO/AA Minority/Female/Disability/Veteran

726 Exchange Street, Buffalo, New York 14210

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled