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Key Accounts Client Manager

Cockeysville, MD, United States

SUMMARY: Responsible for account management of key accounts, as well as the design and implementation of customized insurance and risk financing solutions. This individual will be charged with high level interagency collaboration to deliver upon the team’s premier value add and complex risk services.

Duties And Responsibilities

Promotes and understands alternative risk financing tools; captives, loss sensitive programs, etc.

Listens to client concerns, provide meaningful advice and agree on potential solutions.

Leverages analytics to inform risk strategies and help clients make better decisions.

Understands the client’s overall business, operations, macroeconomic environment, risks, and financial tolerance and align appropriate risk strategies.

Oversees complex/large claims and acts as an advocate to ensure that claims are handled fairly and timely.

Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.

Reviews endorsements for completion and accuracy.

Conducts Stewardship Meeting(s) with clients.

Markets the account and reviews marketing placements, following Key Account protocols.

Initiates and follows up on renewal applications.

Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.

Builds and expands customer relationships by consistently delivering best-in-class service.

Collaborates with the team and insurance carrier with the development of annual client service, risk control and claim review plans and ensures their execution.

Contributes to a positive, respectful work environment.

Retains flexible, creative approach to solving client issues.

Stays abreast of industry trends and changes in governmental regulations and shares info regularly and internally.

Performs other responsibilities and duties as needed.

Qualifications

Bachelor’s Degree in Business Administration or related field

A minimum of 7-10 years of progressive casualty brokerage/consulting experience

Maintains a network of key market relationships

Extensive knowledge of Property & Casualty insurance

Exceptional oral/written communication skills

Superior negotiation skills

Strong problem solving/client service skills—must be able to grasp broad business concepts, research complex issues and develop strategies linked to corporate objectives

Strong interpersonal skills and ability to instill confidence in clients and team

Professional/polished presence to represent MDP in the highest professional manner

Must be a self-starter and able to work independently to meet deadlines

Local travel required

Ability to work outside of normal business hours as needed

State of Maryland Property and Casualty Insurance License required.

Computer skills required: Epic Online Database software; Microsoft Office Suite

Competencies

Customer Service – Manages challenging customer situations; Responds promptly to customer needs; Solicits feedback to improve service; Meets commitments.

Oral Communication – Speaks clearly and persuasively; Listens and gets clarification; Responds well to questions; Demonstrates presentation skills.

Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.

Professionalism – Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect regardless of status or position; Accepts responsibility for own actions; Follows through on commitments.

Written Communication – Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Physical Demands And Work Environment

Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk and hear. Normal office environment.

The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function

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