Account Manager jobs at AmWINS Group - 255 jobs

Company:Marsh McLennan AgencyDescription:Marsh McLennan Agency Client Executive, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum Ten (10) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. MMAMID #MMABI #LI-Hybrid

Join Our Team as a Client Relationship Manager - Cultivate Strong Partnerships and Drive Client Success! Are you passionate about building meaningful relationships, enhancing client satisfaction, and delivering exceptional service? We're looking for a proactive and people-focused Client Relationship Manager to join our dynamic team. In this role, you'll be the key liaison between our organization and our clients-ensuring a positive, results-driven experience every step of the way. Why You'll Love This Role 💼 Supportive Onboarding & Training: Whether you're a seasoned client manager or just starting out, we provide comprehensive training and tools to help you succeed. ⏰ Flexible Work Options: Full-time or part-time roles available with remote flexibility. 📈 Professional Growth: Clear pathways for advancement into leadership, business development, or strategic account management roles. 💰 Competitive Compensation: Base salary plus performance-based bonuses and incentives. Key Responsibilities Build and nurture strong, long-term relationships with clients. Serve as the primary point of contact, ensuring client needs are met with excellence and care. Understand client goals and collaborate with internal teams to deliver tailored solutions. Monitor client satisfaction, resolve issues, and continuously improve the client experience. Track account activity, prepare performance reports, and recommend improvements. Identify opportunities for upselling, cross-selling, and deepening client partnerships. What We're Looking For ✔ Exceptional communication and interpersonal skills ✔ Strong problem-solving and conflict-resolution abilities ✔ Organized, detail-oriented, and capable of managing multiple client accounts ✔ A service-oriented mindset with a focus on client success ✔ Experience in account management, customer service, or client relations is a plus (but not required) Perks & Benefits ✅ Paid training and continuous support ✅ Health insurance and retirement plan options ✅ Performance-based bonuses and recognition programs ✅ Advancement opportunities into senior leadership and strategic roles Ready to Make a Difference? If you're excited about building lasting client relationships and helping clients achieve their goals, we'd love to connect with you! 👉 Apply today and join us as a Client Relationship Manager-where service meets success.

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Client Executive, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum ten (10) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems Advanced Excel Competency We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMID #MMABI #LI-Hybrid

Lockton Affinity, in Overland Park, KS is searching for a Unit Manager to join our team. The Unit Manager is a senior position and responsible for overall performance and growth of assigned programs. Responsible for achieving budgeted revenue goals for all assigned programs while maintaining strong client, carrier, and associate relationships. Closely work with key clients throughout the year and be a primary stakeholder in the overall program. Participate as needed with new business opportunities and other ventures. The Unit Manager works closely with the Producers and across all departments at Lockton Affinity. YOUR RESPONSIBILITIES * Develops the annual revenue budget for assigned programs. * Establishes and executes annual strategic plan for designated programs. * Maximizes all potential revenue from existing programs. * Develop, review and approve the annual marketing and service plans for each assigned program to achieve revenue goal. * Monitor and report on revenue results on a monthly basis with recommendations as needed or appropriate. * Responsible for developing and maintaining relationships with association, franchisor, or other sponsor contacts, providing technical advice and strategy on program insurance issues. * Builds, expands and solidifies relationships with new and existing clients at all levels within the company and leads appropriate resources to address the client's needs. * Understands the overall business, operations and needs of the client. * Become the subject matter expert with respect to competition and industry trends. * Collaborate, negotiate, and clearly communicate with colleagues across all levels of the business. * Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates. * Protects the confidentiality of client information. * Ability to build strong, dependable relationships with internal associates & external partners. * Communicates in a positive manner to contribute to a professional, cohesive, and dynamic work environment and leads program meetings as needed. * Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes. * Ability to travel by aircraft, automobile, etc. and stay overnight for client meetings, conventions and other business-related events. * Prepares internal and external written correspondence, reports, and analyses as needed. Ability to handle professional sales and marketing presentations at client locations and at industry functions. * Makes timely insurance presentations to clients and knows when to involve producer and others on same. COMPETENCIES * Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing. * Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients. * Client Focus: Practices Lockton's motto, "We Live Service," while serving Clients' needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton Affinity. * Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment. * Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed. * Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in a functional area.

Company:Description: Client Executive - Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As an Client Executive in our Business Insurance Department, you will work with your clients to build and maintain relationships based on a foundation of trust and accountability, consulting in collaboration with the sales team to provide risk management services tailored to each client's unique needs and situations. You will demonstrate strong knowledge of insurance products, coverage options, and risk management principles. This position requires in-person interaction with clients, producers, and in-office service teams, while also allowing for hybrid flexibility when needed. The ideal candidate will display a high degree of professionalism and commitment to teamwork, customer service, and collaboration in line with our organizational mission and values to drive our strategic initiatives and achieve business objectives. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or general education degree 8-10 years' experience and/or training in insurance industry; experience with commercial lines rating systems 5-8 years managing relationships including face-to-face client experience. These additional qualifications are a plus, but not required to apply: Some college or higher education We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick. Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMABI

Who we are: Since 1956, Lewer has served as an advocate for independent business owners who seek to protect what they've built and prepare for the future. In 1991, our student division was formed to protect people around the world. Lewer offers a concierge approach to employee and student insurance by providing tailored benefit strategies designed to create healthier businesses, families, and individuals. What you'll do at Lewer: Roles and Responsibilities As a Client Advocacy Executive, you serve as a strategic partner to schools and administrators, overseeing the full lifecycle of client relationships and driving long-term success. You take ownership of key accounts, ensuring not only smooth onboarding and implementation but also ongoing engagement, satisfaction, and retention. You deliver WOW! Service by proactively identifying client needs, presenting customized solutions, and guiding administrators and students through complex insurance-related decisions. You play a critical role in revenue growth by managing renewals, expanding existing relationships, and identifying opportunities for new business. Through regular client meetings, presentations, and strategic check-ins, you build trust, strengthen partnerships, and position the organization as a reliable advisor. In addition, you collaborate cross-functionally with internal teams to ensure operational excellence, resolve escalated issues, and continuously improve the client experience. Your impact is measured by client retention and the ability to cultivate strong, lasting relationships that contribute to the organization's profitability and reputation. Your Key Areas of Impact Client Satisfaction & Retention: You play a critical role in ensuring clients receive exceptional service and support that fosters long-term loyalty. By building strong relationships, understanding each client's unique needs, and delivering customized solutions, you create a consistent and positive experience that reinforces trust in the organization. Your ability to respond with professionalism, anticipate challenges, and provide proactive guidance directly influences retention rates, customer satisfaction scores, and referral growth. Through your commitment to service excellence, you strengthen client partnerships and contribute to the organization's reputation for reliability and care. Business Development: You strengthen client relationships by collaborating with the sales team to identify actionable insights and opportunities. You help customize solutions to meet changing client needs and contribute to strategies that deepen partnerships. You actively participate in prospect meetings, networking events, and industry forums to reinforce brand presence and open doors for growth. By positioning the organization as a trusted partner, you create the foundation for successful sales outcomes and long-term market expansion. Program Management: You support clients by coordinating implementation, onboarding, orientation meetings, and annual policy renewals. You maintain and update materials provided to schools including plan summaries, brochures, policies, and websites, ensuring accuracy and accessibility. You may also assist in managing social media messengers and scholarship contests, contributing to broader program engagement. Your attention to detail and organizational skills minimize delays, reduce errors, and optimize processes, resulting in smoother delivery and stronger outcomes for client-facing programs. Risk Mitigation: You help clients manage and minimize their exposure to potential risks. By communicating clearly and accurately about coverage details you empower clients to make confident and informed decisions. You proactively identify potential issues, escalate them appropriately, and drive timely resolutions that safeguard client interests and prevent disruptions. Beyond issue management, you contribute to building a culture of risk awareness and prevention, strengthening both client trust and organizational reliability. The impact of your work is reflected in reduced claim rates, improved loss ratios, and overall risk reduction that supports long-term client stability and satisfaction. Team: Your mentorship skills have a significant impact on associate engagement, retention, and overall productivity. The impact of your work in this area is reflected in improved team performance, reduced turnover rates, and enhanced overall business performance. Cross-Functional Collaboration: Your collaborative approach in working with internal and external stakeholders is vital to the organization's success. Through effective communication, relationship-building, and teamwork, you foster a culture of collaboration that enables successful partnerships and supports cross-functional initiatives. In addition, you contribute to department program management and system-wide responsibilities such as participating in annual audits, ensuring operational integrity. By tracking and reporting on performance metrics you provide visibility into results and areas for improvement. Leveraging data-driven insights, you refine strategies, strengthen accountability, and ensure that collaborative efforts translate into measurable business impact aligned with the organization's broader objectives. You have a commitment to cross-training and serving as backup for your colleagues as needed, which drives smooth operations and superior service for all Lewer clients. The Work Environment, Physical Demands, and Travel Your work is conducted primarily at the Lewer Administrative Offices, with eligibility to work from home in accordance with company policy. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer 95% of the time. You will need to be able to lift to 20 lbs. Travel is required for this seat and is less than 15%. Your qualifications: Requirements You've received your bachelor's degree from an accredited university in business, healthcare, education, or a related field, and you've spent 3-5 years in an account or project management role. You hold a life and health insurance license or will within 90 days of hire. You may be bilingual, which is a plus. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe and CRM systems, preferably AgencyBloc. This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities, and activities may change at any time with or without notice. Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship. More about us: Our Core Values You live the following “ Lewer Core Values ” in your daily work: I've Got This - Always takes care of business; assumes responsibility, supports accountability, leads by example. Kaizen - Embodies constant improvement; always asks why and continuously improves our processes. Results With Integrity - Commits to strong moral and ethical principles in the pursuit of excellence. Good Vibes - Takes care of one another; works enthusiastically, treats others professionally and respectfully. The Team Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to: Giving clear directions. Providing the necessary tools. Acting with the greater good in mind. Delegating. Understanding your role and how you can help the company. Providing clear expectations. Communicating effectively. Running effective meetings. Meeting one-on-one with you quarterly or more, if needed. Rewarding and recognizing your performance. It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions. Your coworkers are a diverse group of professionals across all the business units of Lewer. They are highly skilled professionals who are passionate about their work and committed to achieving Lewer's goals. They are collaborative and eager to work together to identify opportunities for improvement and find solutions to complex business challenges. Benefits Some benefits Lewer offers its Associates include: Employer-paid medical, dental & vision insurance Employer-paid short-term disability, long-term disability and life insurance $1,200 Employer HSA annual contribution 4% 401(k) match with 100% immediate vesting Salary Description $65,000-$75,000

Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Flexible schedule Health insurance Paid time off COMPANY INFORMATION Organization Name: Aparicio, Walker & Seeling, Inc. About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees. Website: ************************* Position Title: Personal Account Manager Hiring Manager Job Title: Personal Lines Manager Employment Status: Full-time Regular Primary Location: Metairie, LA JOB SUMMARY Assists Producers and manage internal house accounts by providing all processing duties associated with servicing a book of business, including, reviewing, and issuing Evidence of Insurance, processing renewals, policies and change requests, invoicing, and online rating. ESSENTIAL JOB FUNCTIONS These duties include but are not limited to: Handles typical account service activity including processing mail, endorsements, ordering MVRs & elevation certificates, creating finance agreements, invoicing, etc. Renew and Bind insurance renewals Performs functions on agency management system proficiently Responsible for the processing and review of new and renewal policies within thirty (30) days of receipt. Responsible for the preparation & expedited issuance of all requested Certificates of Insurance & Evidence of Property Responsible for online rating and preparation of proposals as requested Review of client contracts to ensure compliance with existing coverage, to identify additional uninsured exposures and to ensure client is avoiding unnecessary transfer of liability where possible. Assists with preparation of new and renewal client files as requested Maintains working knowledge of all rating products and processes Assists with filing claims and aiding in claim resolution as necessary Assists in the preparation of Summaries of Insurance and Statement of Values as requested Assists in the preparation of Premium Breakdowns as requested Performs additional assigned duties as necessary QUALIFICATIONS/REQUIREMENTS: At a minimum, applicants will need: High school diploma or General Education Degree (GED) Louisiana Property and Causality Licensed Agent 3+ years of personal lines customer service experience. 1+ year(s) of experience with personal online rating Prior experience with data analytics skills and Applieds EPIC Management System is preferred Proficiency with Microsoft Office Suite, specifically Word, Excel, and Outlook Proficiency in Adobe Acrobat Pro Excellent oral and written communication skills Possess the following team player characteristics, collaborative, dependable and reliable, flexible, consistency, and communicative Ability to self-direct learning as necessary Detail oriented nature with strong ability to multi-task and prioritize work Ability to learn, analyze and make recommendations specific to client needs Strong interpersonal skills to build rapport with customers and underwriters Highly effective communication and negotiation skills Service clients effectively and efficiently through active listening, time management, and problem solving Ability to provide discretion, confidentiality, diplomacy, and tactfulness with respect to both agency and client information Competency in delegating, interacting with and collaborating with a variety of colleagues and underwriters Ability to always maintain and exhibit positive and professional attitude, treating clients, prospects, colleagues, and underwriters with respect. Willingness to work beyond scheduled hours, as necessary, to ensure client satisfaction and to meet agency retention and growth goals. Technology savvy CLOSING This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. Flexible work from home options available.

Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Summary: The Group Benefits Account Manager is responsible for proficiently working with our group benefit clients in order to provide “No Excuse Client Service” in accordance with agency standards and workflows. Essential Duties and Responsibilities: Manage accounts effectively by building effective relationships with assigned clients by communicating via email, phone, and in person. Deliver and explain policy coverage and recommend additions/changes to client insurance programs. Obtain signed applications from clients in accordance with agency and insurance company requirements. Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows. Resolve issues related to client billing. Make changes to client policies and add/delete coverage as requested by the client. Identify opportunities to cross sell and make recommendations to the Sales Executive and/or Account Executive accordingly. Quality check and thoroughly review of all policies received from insurance carriers. Partner with the Sales Executive (if applicable) to manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients in accordance with agency standards and workflow guidelines to ensure timely renewal of all policies. Determine reasons for requests for cancellations from clients and partner with the Sales Executive (if applicable) to save accounts in accordance with agency standards and workflow guidelines. Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures. Assist the Account Manager and Sales Executive in processing new business and renewals through application assembly, setting up files, assembling proposals, etc., in accordance with agency standards. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations. Perform other duties as requested. Core Competencies: Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities. Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Be able to conduct business analysis and interpret reports. Exhibit a personal commitment to develop insurance knowledge. Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports. Have a personal commitment to continuous professional development including insurance knowledge and risk management skills. Education/Experience: Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of group benefit policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 3+ year's insurance agency experience. Certificates and Licenses: Possess a Life and Health license or obtain within 90 days of employment. Insurance designation or working toward insurance designation - (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge. We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees. Some benefit highlights are: Bearing offers medical, dental, and vision insurance. Many employee paid benefits with option to buy up: STD, LTD, Life Insurance 4.5% 401k company match Wellness Incentives Free memberships to wellness programs. Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance. Flexible work from home options available. Compensation: $40,000.00 - $65,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Donation matching Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Summary: The Group Benefits Account Manager is responsible for proficiently working with our group benefit clients in order to provide “No Excuse Client Service” in accordance with agency standards and workflows. Essential Duties and Responsibilities: Manage accounts effectively by building effective relationships with assigned clients by communicating via email, phone, and in person. Deliver and explain policy coverage and recommend additions/changes to client insurance programs. Obtain signed applications from clients in accordance with agency and insurance company requirements. Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows. Resolve issues related to client billing. Make changes to client policies and add/delete coverage as requested by the client. Identify opportunities to cross sell and make recommendations to the Sales Executive and/or Account Executive accordingly. Quality check and thoroughly review of all policies received from insurance carriers. Partner with the Sales Executive (if applicable) to manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients in accordance with agency standards and workflow guidelines to ensure timely renewal of all policies. Determine reasons for requests for cancellations from clients and partner with the Sales Executive (if applicable) to save accounts in accordance with agency standards and workflow guidelines. Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures. Assist the Account Manager and Sales Executive in processing new business and renewals through application assembly, setting up files, assembling proposals, etc., in accordance with agency standards. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations. Perform other duties as requested. Core Competencies: Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities. Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Be able to conduct business analysis and interpret reports. Exhibit a personal commitment to develop insurance knowledge. Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports. Have a personal commitment to continuous professional development including insurance knowledge and risk management skills. Education/Experience: Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of group benefit policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 3+ year's insurance agency experience. Certificates and Licenses: Possess a Life and Health license or obtain within 90 days of employment. Insurance designation or working toward insurance designation - (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge. We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees. Some benefit highlights are: Bearing offers medical, dental, and vision insurance. Many employee paid benefits with option to buy up: STD, LTD, Life Insurance 4.5% 401k company match Wellness Incentives Free memberships to wellness programs. Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance. Flexible work from home options available. Compensation: $40,000.00 - $65,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Summary: The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows. Essential Duties and Responsibilities: Provide No Excuse Client Service to assigned accounts. Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows. Perform renewal review process in accordance with our client tiers, agency standards and workflows. Responsible for sales of personal insurance products to existing clients. Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows. Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation. Maintain proper level of communication and build effective relationships with clients and companies. Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary. Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions. Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development. Perform other duties as requested. Flexible work from home options available. Compensation: $40,000.00 - $52,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Senior Benefits Account Manager JOB TYPE: FLSA Non-Exempt The Senior Benefits Account Manager position is a vital contributor to the client services team. The successful candidate will be experienced with strong employee benefits insurance account (broker) support. This position is set apart as a lead or expert “power user” for a given account team. ESSENTIAL DUTIES & RESPONSIBILITIES: Data Entry Utilize agency management systems to conduct data entry Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP's Prospect/opportunity Report Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline. Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager. Maintain on-line client binder as per department guidelines Coordinate workflows as per activities created as per Benefit Timeline Function as a lead for other Account Managers in the absence of the Account Executive Seen as a mentor and subject matter expert (a recognized “go-to” person), demonstrating superior skills and proficiencies with internal procedures and systems Liaison for other Account Managers on coverages and processes May take the lead on quality check/training of new colleagues Strong cooperation and effective communication with clients, vendors and co-workers. Marketing Request for Proposal (RFP) - Create and release to Carriers by due date as per Benefit Timeline Create and maintain marketing binder as per Department Guidelines and Benefit Timeline Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline as per RFP timelines. Spreadsheets - Prepare and review for accuracy as per Department Guidelines and Benefit Timeline. Formal Proposal -Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal. Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline. Enrollment Meetings - Conduct enrollment meetings as necessary Reporting ICAF/Milliman/DMW - Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline. Aggregate Reports - Upon request of Account Executive, create the aggregate report that is used in the analysis for the client. Initiate stewardship report from workflows and activities in Benefit Point. Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline Schedule A's - Compile Data from Carriers and submit Schedule A's to client as per Department Guidelines and Benefit Timeline Annual Notices - Prepare Annual Notices for Mail/E-mail/Distribution and request processing date to ensure annual distribution as appropriate. echnical Expertise Expand Technical skill set by participating in technical skill development. Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account). Initiate participation in the GBA certification. Participation in the EBIA Webinars for 12 hours of CE………..goal is attendance in all sessions. Provide support to Sr. Account Consultant or Account Executive as directed. Demonstrated success in servicing multiple client renewals under mentorship of Trainer REQUIREMENTS: Education: College Degree Preferred Have or obtain Group 1 License within 6 weeks of hire 2+ years as an Assistant AM/Account Manager at MMA preferred Strong comprehension of contract requirements Bilingual Spanish a major plus Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills. Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers. Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness. Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies Willing to work overtime due to cyclical nature of business.(primarily August thru December) Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Senior Account Manager, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Account Manager, Business Insurance at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Account Manager on the Business Insurance team, you will manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Providing coverage analysis, risk management recommendations, negotiating coverage and pricing with carriers, preparing proposals, and resolving billing issues will be part of your day-to-day. You will also mentor our Client Service Associates by developing their policy-checking skills and coverage knowledge. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent required Minimum seven (7) + years' experience in Business Insurance Property & Casualty license (or ability to obtain in 90 days of employment) Insurance designations (CPCU, CIC, ARM, and/or AU) designations or able to demonstrate equivalent knowledge and ability. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred Experience using Sagitta and/or ImageRight We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Flexible Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMID #MMABI #LI-Hybrid

* Develops and maintains 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 * Facilitates Client premium financing * 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 * Performs other responsibilities and duties as needed

Your Impact Oversees the day-to-day FMLA administration for Employers and Partners Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements Utilize CRM tool to document and review all client activity Assist clients with billing questions, payments, and invoices Resolve Employer and Partner Escalations. Partnering with internal teams Provide necessary Reporting for Employer Groups Proactively identifies potential issues and provides resolution when needed Complete annual renewal process for assigned employer groups Act as liaison between client and IT technical and operational teams Communicate with internal teams about changes in Employer Group plans to ensure group loyalty Develop long term relationships with assigned clients to assist in increasing client satisfaction and ultimately increase client retention Work with appropriate stakeholders on assigned clients to understand their business needs Successful Candidate Will Have 3 years minimum experience with FMLA administration Familiarity with Employer Group's Plan designs Familiarity with Employer Groups File Schedules At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $64,800 - $65,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! ( Results may vary. Your success depends on effort, skill, and commitment to training and sales systems. )

Why Choose Haas & Wilkerson? At Haas and Wilkerson Insurance, we believe insurance is about more than policies-it's about protecting joy. As a family-owned agency since 1939, we've partnered with some of the most iconic names in the family entertainment industry-from amusement parks and fairs to festivals, carnivals, trampoline parks, and rodeos. The work we do makes it possible for families across North America to create memories that last a lifetime. And we're proud that others have noticed: Named as a 2025 Best Places to Work by the Kansas City Business Journal Listed on the 2025 Top 100 Independent P/C Agencies by the Insurance Journal Recognized as a 2025 Best Practices Agency by the Big I Listed on the Top 200 Fast Growing Companies by the Kansas City Business Journal Because we're family-owned, we know what matters most: family. Supporting our team members and their families is at the forefront of our culture. Yes, we offer competitive pay and excellent benefits-but we also believe in creating a workplace that's encouraging, fun, and empowering. Here's a snapshot of what our team members enjoy: Affordable health insurance with three plan options Generous 401(k) match of 6% of your compensation Paid maternity and paternity leave Hybrid work arrangement Excellent PTO program (up to 5 weeks off annually based on tenure) Competitive pay with annual salary increases Ten paid holidays, including your birthday Casual dress attire every day Bonuses for milestone anniversaries, holidays, and referrals Flexible schedules to support your family Opportunities to give back through community campaigns and volunteer events Financial support for professional certifications and continuing education A leadership team that is truly engaged and invested in your growth Position Summary Our Specialty Programs division is currently seeking an Account Manager to join our Amusements team. This position is an excellent opportunity for a service-minded, enthusiastic customer service professional. This role primarily supports our clients in the family entertainment industry, including carnivals, fun centers and amusement parks. This role provides producers with excellent support for establishing and servicing new business accounts, enhances and solidifies client relationships through exceptional service, and focuses on business retention for existing accounts. The position requires a strong understanding of general liability and excess liability and proficient knowledge of property, automobile, directors and officers liability. This person is a vital part of a mid-size team and assists in all aspects of the day-to-day servicing of clients. Primary Responsibilities Build and maintain strong relationships with assigned clients through effective communication, quality service, responsiveness and accuracy. Meeting or surpassing our client service expectations in accordance with agency standards and workflows. Provide needed information to and resolution of issues for clients. Maintain working knowledge of client data including policy information, significant dates and deadlines, and changes to client records. Complete client servicing tasks related to new and renewal business including applications, marketing, rating, quoting, and ordering policies. Maintain current and accurate client databases and electronic files. Adhere to agency and departmental policies, processes and procedures, including errors & omission standards. Assist in account processing by preparing pre-renewals and proposals, invoicing, and checking policies. Resolve issues relating to accounting or client billing. Escalate or advise the Account Executive, Producer and/or Client Services Director on client issues as appropriate. Requirements A bachelor's degree from a four-year university or college is strongly valued. A High School diploma or GED is required. Candidates must have at least three (3) years of experience in servicing commercial insurance accounts, five (5) years preferred. The ability to read and interpret contracts is critical. Candidate must have their State Property and Casualty License or the ability to obtain license within 60 days. Successful candidates will have excellent written, verbal, and interpersonal communication skills. The successful candidate also will be service-oriented with a sense of urgency to meet time sensitive deadlines and have the ability to excel in a rapidly changing environment. Strong organizational skills, high detail orientation and proficiency with Microsoft Office programs is required. Experience using an agency management system is highly valued. Previous experience utilizing Vertafore products is ideal. The ideal candidate is a self-motivated individual with a broad knowledge base of foundational insurance principles for various business industries. Previous experience working for an insurance broker is highly preferred. About Us Haas and Wilkerson Insurance is a family-owned, independent insurance brokerage based in Kansas City, serving organizations across North America for more than 85 years. We are nationally recognized for our expertise in niche markets-including amusements, fairs, festivals, rodeos, waterparks, and trampoline parks-as well as our full-service commercial and personal insurance offerings. We believe in growth-in our business, our community, and our people. That's why we focus on building a workplace where our team members are supported, celebrated, and inspired. Join us, and help protect the joy that families experience every day. Apply today and discover why Haas & Wilkerson Insurance is more than just a career-it's a place where your work has purpose.

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers. Responsibilities * Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc). * Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys. * Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules. * Conducts all marketing efforts as assigned by unit. * Reviews agreements and/or documents such as employee booklets, carrier contracts, etc. * Responsible for explaining new benefit offerings and communication strategies to existing clients. * Develops prospective client proposals.

Lockton Affinity, a division of Lockton Companies, located in Overland Park is looking for an insurance professional that is customer service driven. This Account Manager position will be responsible for the retention, renewals, marketing and servicing needs of Lockton Affinity clients. The position requires a solid understanding of Property and Casualty insurance fundamentals. This role supports clients in a variety of industries. The ideal candidate will demonstrate a high level of professionalism, possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. YOUR RESPONSIBILITIES * Responsible for servicing and renewing a book of business. * Request required information in order to start the renewal process from both the customer and carrier. * Gather, review and organize information to complete renewal submissions based on client's unique business needs. * Obtain renewal quotes from underwriters and negotiate both pricing and coverage terms. * Review renewal quotes for accuracy and ensure customer's exposures are adequately covered. * Review proposals for accuracy, send to customer and follow up for request to bind order. * Submit bind orders to underwriters and follow up for renewal policies. * Receives and submits accurate service requests such as endorsements, certificates and audits * Effectively uses agency management system to service and renew policies; includes proper file documentation for auditing purposes. * Monitors retention results for book of business and communicates trends to leadership team. * Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer. * Communicates in a positive manner to contribute to a cohesive, pleasant work environment. * Protects the confidentiality of information learned by performing the duties of the position.

Lockton Affinity, in Overland Park, KS, is searching for an experienced Account Manager to join our Group Benefits team. This person will be the primary service and marketing contact for an assigned book of business. Working with internal and external partners, the Account Manager will advocate for client needs and build long-term relationships that drive client success. YOUR RESPONSIBILITIES * Proactively cultivate Lockton Affinity's relationships with existing and prospective clients, carriers, vendors, and other providers. * Responsible for routine service and administration, which includes responding to client inquiries, documentation and reporting, and issue resolution. * Conduct all benefit marketing efforts, including the production of Request for Proposals, coordination of vendor response, analysis and comparison of RFP responses, and preparation of client reports with recommendations. * Responsible for implementing client launches and renewals, including carrier involvement, employee correspondence, adherence to a project timeline, and coordination with vendor partners. * Accurately input and maintain client information in Lockton Affinity's data management systems. * Partner with team leaders, Producers, sales, and service associates to support the overall goals of Lockton Affinity.