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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 servicing, and retention, with a strong focus on negotiation, leadership, and compliance within the insurance industry.
Highest-signal resume keywords
Account ManagementClient ServicingNegotiation SkillsLeadership SkillsWorkers Compensation Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ManagementContract RevisionClient RenewalAnalytical SkillsPerformance Competencies
Soft Skills
Excellent CommunicationOrganizational SkillsInterpersonal SkillsConflict ResolutionTeam Collaboration
Tools & Technologies
Microsoft Office
Certifications & Qualifications
CPCUAICARM
Industry Keywords
Client SatisfactionRevenue GrowthService PlansQuality InitiativesClaims Management
About the role
Key responsibilities & impact- Determine account management strategies related to client service plans
- Manage retention of existing clients, 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 renewal, contract revision, and Client Service Instruction preparation for complex programs
- Negotiate changes or improvements to service plans
- Reduce process, technology, or 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
- Support the organization's quality programs
- Perform other duties as assigned
- Travel as required
- Provide support, guidance, leadership, and motivation
- Administer personnel policies and follow staffing and training standards
- Interview, hire, establish performance development plans, and conduct 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
- Excellent oral and written communication, including presentation skills
- PC literate, including Microsoft Office products
- Analytical and interpretive skills
- Strong organizational skills
- Excellent interpersonal skills
- Excellent negotiation and facilitation skills
- Leadership/management/motivational skills
- Ability to work in a team environment
- Excellent account rounding ability
- Strong understanding of workers compensation, liability and disability claims management
- In-depth knowledge of client servicing
- Ability to handle conflict and confront challenging issues in a fast work environment
- Ability to meet or exceed Performance Competencies
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401k and matching
- PTO
- Disability insurance
- Life insurance
- Employee assistance
- Flexible spending or health savings account
- Other additional voluntary benefits
- Reasonable accommodations when applicable and appropriate