Account Manager

Job Title : Senior Account Manager

Agency / Platform : Great Lakes Platform

Location : Kalamazoo, MI

Are you looking for a challenging career path?

Do you have a positive attitude? Are you organized and detail-oriented? Do you take personal responsibility for your work and career, and work well in a team?

If you’re ready to work for a company that recognizes excellence and promotes from within, fostering an environment of learning and training, then look no further than The Campbell Group, an Acrisure Agency Partner.

About Us :

The Campbell Group is a leading multi-line insurance broker, one of the largest in the state. Our office is conveniently located in Kentwood, on Broadmoor (M-37) just north of M-6.

Our company is seeking motivated, organized, positive employees to join our team.

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market.

Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add to our team with an exciting opportunity as a Senior Account Manager. This position will have the primary responsibility for policy maintenance and service of an assigned portion of accounts.

The individual is expected to provide prompt, accurate, and courteous service to those clients.

Essential Duties and Responsibilities :

Manage emails, mail, voicemail, agency management activities and self-audit reports.

Explore all opportunities for exemplary service, working to maximize client / account retention by managing renewals, negotiating best terms and pricing, marketing where needed, clarifying coverage, demonstrating product knowledge and final review / approval of client facing documents.

Conduct quarterly or mid-term client review, explore opportunities for risk management, attend in-person client visits and presentations as able.

Responsible for a book of business not otherwise assigned to a producer.

Confirm appropriate coverage haws been placed or at least offered / recommended. If offered / recommended coverage has been rejected, ensure appropriate documentation is obtained.

Oversee renewal process, change request, and endorsement process according to agency guidelines by delegating to appropriate team member.

Receive, review, and document all client and carrier correspondence in our agency management system delegating to team members as appropriate.

Review follow up (pending) list on a daily basis and take appropriate action.

Ensure proper coding of agency commission, risk advisor commission, agency / branch / department structure and service team.

Transact agency bill items unless delegated, review and act on all account receivable items and bill / payment discrepancies.

Oversee the cancellation process and (potential) missed expiration report according to the agency guidelines.

Promote and maintain good relationships with clients and carriers.

Provide back-up coverage for department team members.

Assist in the training of other employees at Team Advisor’s request.

Comply with agency standards, policies, and procedures.

Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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.

Education and / or Experience :

High school diploma or equivalent.

Possess and maintain active P & C License(s).

Individual should have a working knowledge of commercial insurance with a minimum of 10 years of experience preferred.

Obtain and maintain insurance designation such as CIC and / or CPCU.

Technology Skills :

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams).

Knowledge of Agency Management Systems; Applied Epic a plus.

Other Qualifications :

Must have a high level of understanding accounting or strong math skills.

Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills.

Must also the ability to effectively work with others.

Must have a high level of problem-solving skills.

Ability to maintain a professional demeanor and positive attitude.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate stress due to regular deadlines and daily challenges.

High finger dexterity while typing documents and forms.

Occasionally lift up to 20lbs.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is done in a temperature-controlled, non-smoking office.

Workstations are cubicles.

The noise level in the work environment is usually moderate.

Remote work possible in certain circumstances.