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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 retention, and program management for complex service models. Proficient in contract negotiations, client satisfaction, and compliance with quality initiatives.
Highest-signal resume keywords
Account ManagementClient RetentionProgram ManagementContract NegotiationSupervisory 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 Service PlansClient RenewalsContract RevisionsStewardship ReportingCross-Selling OpportunitiesInvoicing CoordinationAudits ManagementQuality ComplianceLiability ExperienceWorkers Compensation Experience
Soft Skills
Problem SolvingJudgmentAnalytical ThinkingStress ManagementMultitasking
Tools & Technologies
Computer Keyboarding
Certifications & Qualifications
CPCUAICARM
Industry Keywords
Client ServicesInsurance CommunityService ModelsClient SurveysRevenue Growth
About the role
Key responsibilities & impact- Determine account management strategies related to client service plans
- Retain existing clients and support 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 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
- Negotiate service plan changes or improvements
- Reduce process, technology, and resource barriers by directing and influencing internal departments
- Coordinate client invoicing, audits, and accounts receivable follow-up
- Resolve major customer service issues
- Identify and solicit cross-selling opportunities
- Participate in the local insurance community through advanced education and affiliation memberships
- Supervise and direct personnel assigned to programs requiring multiple Account Representatives
- Ensure compliance with applicable Quality initiatives
Requirements
What you’ll need- Bachelor's degree from an accredited college or university preferred
- CPCU, AIC and/or ARM or other related designations 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
- Two (2) years in a supervisory capacity
- Liability and Workers Compensation line of business experience preferred
- Clear and conceptual thinking ability
- Excellent judgment, troubleshooting, problem solving, analysis, and discretion
- Ability to handle work-related stress
- Ability to handle multiple priorities simultaneously
- Ability to meet deadlines
- Computer keyboarding
- Hearing, vision and talking
Benefits
Comp & perks- Flexible work schedule
- Referral incentive program
- Career development and promotional growth opportunities
- Medical, dental, vision, 401K on day one
- 401k matching
- PTO
- Disability and life insurance
- Employee assistance
- Flexible spending or health savings account
- Other additional voluntary benefits