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Client Account Manager II

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POST DATE 9/2/2016
END DATE 10/8/2016

Superior Group Rochester, NY

Rochester, NY
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Associates Degree


Superior Group is currently recruiting for a Client Account Manager II for one of our clients in Rochester NY. This individual will develop a strong relationship with the organization's clients and the internal sales team as their primary contact in order to enhance the agency’s relationship with clients. Be responsible for analyzing current insurance program, offer alternative options and present to the client. Be personally accountable for supporting goals and initiatives.

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

Required Skills / Qualifications:

College education or at least three years of equivalent insurance experience is required

Property Casualty license required. After licensing, commitment to maintain license through continuing education courses.
Must maintain a valid driver’s license, or have transportation available when needed to be able to leave for calls, meetings and/or visits.

Satisfactory completion of agency testing requirements is required

Knowledge of insurance markets, rating procedures, coverage’s, and industry operations to effectively manage, maintain, and write assigned clients and prospects is required

Preferred Skills / Qualifications:

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

Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fraction is preferred

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) is preferred

Go Beyond.
EEO Employer - Minorities / Females / Disabled / Veterans / Sexual Orientation / Gender Identity.