Senior Account Manager - P&C Insurance

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.

We are looking for someone who is adaptable, ready to listen, collaborative, a team player, and able to absorb feedback into their work.

Designations such as CIC, CPCU, ARM, and CRM are desirable. You must be exceedingly detail oriented, possess a passion for client service, and be committed to learning as much as you can about our business and our clients.

Position requires 50% travel annually to attend in-person meetings.

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.

Qualifications :

• Bachelor’s Degree or equivalent work experience in the commercial insurance field.
• Advanced proficiency in Microsoft Office 365 programs
• High level of organization, time management skills, and understanding and practice of professional standards
• Exceptional writing and editing ability, with a strong attention to detail
• Industry specific designations such as CPCU, CIC, CRM, ARM are a plus
• Ability to travel 20,000 auto miles with 21 overnight stays annually to attend in-person meetings
• P&C License (with Health license a plus)
• Experience with detailed coverage comparisons and summary of coverage displays
• Confidence with public speaking on insurance coverage and services concepts
• Familiarity with public entity operations a plus
• Sales experience a plus

Duties include but are not limited to :

Broker and Vendor Relations

• Participate in regional seminars, workshops, and conferences
• Timely communication with association, membership, and other Pool administrators
• Provide management reports and analysis to association, members, and other Pool administrators
• Participate in annual educational strategic planning seminar
• Work with brokers to explain Pool philosophy, coverage, programs, and services

Member Services

• Review and explain coverage concepts and risk management programs to district Board members, managers, and staff
• Assist members with online renewal values and exposures
• Communicate our long-term risk partnership solutions
• Work with team to deliver timely automated stewardship reports to 200 of our members annually
• Visit 40 members annually to understand their operations, review their exposures, and recommend how our risk management services can help lower their total cost of risk
• Work with and identify members who are receiving quotes from competitors to better understand the value of differentiators such as coverage and value-added loss control services
• Meet with 12 prospective members annually to show the coverage and loss control benefits of an Alternate Risk Financing Pool and educate them on reasons to join

Risk Management

• Discuss loss prevention needs with members and coordinate services with safety consultant teammates
• Facilitate Enterprise Risk Management (ERM) implementation
• Facilitate ERM discussions with members
• Review risk evaluations with members
• Help members understand and utilize available risk management programs and services

Claims

• Work with team, legal and TPA to evaluate coverage and answer questions on individual claims
• Review and analyze monthly, quarterly, and yearend claims for application of frequency issues solutions
• Be a claims advocate for brokers and members as appropriate
• Help team to create loss reports in vendor software systems as needed
• Assist and guide members throughout cyber claims using a roadmap to recovery

Pool Marketing and Member Communications

• Develop membership communication strategies to build member loyalty
• Assist in compilation of newsletter articles to help facilitate the Pool’s mission
• Identify members that champion our program and assist in promoting their story to membership
• Review Pool competitors and communicate to members and team for continual improvements in coverage, services, and pricing methodology
• Identify criteria for improving membership cross-selling and purchase of increased limits as appropriate
• Attend members’ association conferences to demonstrate support for each entity type the Pool represents
• Prepare and present detailed coverage comparisons for prospect proposals
• Contribute appropriate content information to company websites
• Periodically review marketing materials for proper content, ease of navigation, look, and feel

About McGriff :

Nationally, McGriff Insurance Services, LLC. is a leader in the insurance consulting industry. We are looking for an enthusiastic, detail-oriented, knowledgeable self-starter for this senior level Member Services position with our Alternative Risk Services Group, which is serviced from our Portland, Oregon office.

You will be helping us build loyalty with our members, maintain organization, and assist with coordinating communication programs and services for our clients.

McGriff is a growing company, which has expanded rapidly in Portland over the past 18 years. We have a competitive benefit package and salary scale with an aggressive bonus plan and are an Equal Opportunity Employer.

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.