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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management strategies, client service plans, and program management for complex client needs. Proven ability to lead teams, drive customer satisfaction, and manage client renewals and contract revisions effectively.
Highest-signal resume keywords
Account ManagementClient Service PlansProgram ManagementLiability ExperienceSupervisory Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client RenewalsContract RevisionsStewardship ReportingPerformance Development PlansClient InvoicingAuditsResource ManagementComplex Program Management
Soft Skills
LeadershipMotivationGuidanceCustomer Service Resolution
Certifications & Qualifications
CPCUAICARM
Industry Keywords
Client SatisfactionRevenue GrowthClient SurveysStaffing StandardsOperations Experience
About the role
Key responsibilities & impact- Determine account management strategies related to client service plans
- Retain existing clients and drive customer satisfaction, revenue growth, client surveys, and new business
- Provide program management for jumbo clients requiring dedicated staff, multiple offices, and complex service models
- Oversee the work of other local Client Services staff
- Provide stewardship reporting and educate clients on issues and trends impacting programs
- Conduct pre-renewal visits and review client loss experience and company performance
- Identify potential dissatisfaction before renewal meetings
- Perform client renewals, contract revisions, and Client Service Instruction preparation for complex programs
- Direct and influence internal departments to reduce process, technology, and resource constraints
- Coordinate client invoicing, audits, and accounts receivable follow-up
- Resolve major customer service issues
- Provide staff support, guidance, leadership, and motivation
- Administer personnel policies and follow staffing and training standards
- Interview, hire, and establish colleague performance development plans
- Conduct colleague performance discussions
Requirements
What you’ll need- Bachelor's degree from an accredited college or university preferred
- CPCU, AIC and/or ARM or other related designation preferred
- Ten (10) years related experience or equivalent combination of education and experience required
- Two (2) years account manager experience or five (5) years adjuster experience, including two (2) years in a supervisory capacity
- Liability experience required
- Operations/Client Service experience preferred
- Ability to oversee local Client Services staff
- Experience managing complex programs involving dedicated staff, multiple offices, and complex service models
Benefits
Comp & perks- Flexible work schedule
- Referral incentive program
- Career development and promotional growth opportunities
- Medical, dental, and vision benefits
- 401K on day one
- Work-life balance
- Professional development opportunities
- Flexible location and career path
