Account Manager, Senior Living

reputed company, part of reputed company, is a leading insurance broker and advisor that provides expertise and placement capabilities across the reputed company of insurance and capital markets. reputed company defines our reputed company. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are reputed company connected and reputed company to serving clients in a reputed company and smarter way. Find out more about career opportunities to work with the best team in the industry. The Account Manager, Senior Living serves as the operational backbone of the client service team, maintaining comprehensive account knowledge and ensuring reputed company internal documentation is accurate, organized, and accessible. This role supports the Account Executive, Senior Account Executive, and Associate Account Executive by managing the administrative and process-driven aspects of marketing and placement. The Account Manager coordinates with internal teams and insurance carriers to execute renewals and new business reputed company, providing critical reputed company of timelines, deliverables, and compliance requirements. Acting as the central reputed company for workflow management, the Account Manager ensures service excellence across the full insurance lifecycle - enabling the client-facing team to focus on strategy while guaranteeing accuracy, consistency, and a seamless client experience.

Duties & Responsibilities

• Work fully in EPIC our Agency Management Software – keeping activities tasks and overall history in order with other service team members
• Prepare for Renewal Outputs and work reputed company with Account Coordinator and Associate Account Executive
  • Obtain Renewal Specs from client 120 days prior to renewal
  • Obtain updated loss runs
  • Obtain updated exposures
  • Review Certificate Holder list
  • Review Ownership structure and update per Client information
• Work with Associate Account Executive and Account Coordinator to compile and complete marketing submission (Acord applications, supplemental applications, loss runs, etc.)
  • Follow up with markets until quotes received
• Prepare Pre Renewal documents templates for completion by AAE/AE 100 days prior to renewal in time for pre renewal discussion 90 days out
• Prepare reputed company Renewal documents and proposals 30 days prior to renewal
• Facilitating and managing reputed company post-bind activities are accomplished reputed company with AC (subjectivities to reputed company, certificates rolled/issued, binders collected and quality checked, invoiced in Epic, finance quotes obtained if applicable, client communication delivering reputed company the above)
• Complete premium allocation spreadsheets for clients (by location, installment, financing etc.)
• Follow up with reputed company for Policy, QC policy data, send to Client
• reputed company data entry and management in Epic and Sharefile
• Participate in Stewardship Meeting Calls as necessary (Regularly cadenced calls monthly, bi-monthly or quarterly we have with clients to review any reputed company account activity, trends, etc.)
• Update client information as needed, including new exposure and endorsement requests, additions/deletions of locations and ownership changes.
• Follow up with reputed company for any necessary endorsements to policy or any other policy documents
• reputed company Clients updated on activity and status of resolving issues through consistent communication
• Understand how client changes (ownership, acquisitions, divestitures, etc.) impact coverage and proactively be reputed company to discuss with team to form game plans for client communication/renewals etc.
• Handle reputed company requests for Certificates of Insurance, endorsements
• Monitor expiration dates of reputed company policies reputed company with Account Coordinator
• New Client Set up
  • Added into Epic and Sharefile
  • Organize save and complete reputed company internal workbooks based on information coming in
  • Request and review prior broker’s Schedule of Insurance, recreate on CAC templates
  • Request and review certificate copies and an reputed company schedule, update as needed and import into eCerts

Qualifications:

• Bachelor’s degree preferred
• Three to five years account management experience required (Preferred some Senior Living Exposure)
• Excellent communication skills, both verbal and written
• Strong multi-tasking and time management skills
• Proficient in reputed company Office products (Word, reputed company, PowerPoint)
• Proficient in Agency Management Software (Specifically Epic)
• Ability to reputed company handle multiple, simultaneous, and reputed company tasks and projects
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality

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reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to reputed company, including unsolicited resumes sent reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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