FirstBank Jobs

Job Description

Pay Range $80,000-$120,000

Can sit in Sacramento, Los Angeles, San Diego, or San Francisco

The Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients' accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

• Oversees the servicing of a designated book of business as relating to marketing, claims, and administration

• Researches an issues' root cause, implements, and resolves policy-related issues

• Recommends potential enhancements or improvements to processes, products, and/or policies

• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.

• Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations

• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans

• Engages in Client strategy meetings to manage insured expectations for upcoming term

• Develops and presents coverage plan and renewal terms to Client

• Assesses and interprets exposure information from the Client

• Analyzes quotes from carriers to determine appropriate recommendations

• Interprets and evaluates policy terms to ensure adequate coverage for Client's identified exposures

• Participates in negotiations with carriers for new and renewal quotes

• Collaborates with senior staff in selecting new markets for submission and requesting quotes

• Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive

• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors

• Researches and understands industry trends and government regulations

• Mentors and trains junior-level staff

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

Bachelor's Degree in Business Administration or related field and/or years of experience equivalent

• 3 or more years of Client services experience

• Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry

• Understands industry trends and governmental regulations

• Ability to attend industry training sessions

• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed

• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.