Job Summary:

Our Account Managers are responsible for the day to day needs of our clients and work closely with our “Risk Manager” in implementing and monitoring KMRD’s Service Plan. Therefore, this is a key person that is responsible for executing what we commit to in the sales process and act as our clients “outsourced risk manager”. You will be challenged with solving complex customer service issues, working with insurance markets on program design and pricing, developing, and recommending options, strategies, and taking the lead on renewals. You will also serve as the client’s primary point of contact for all issues and services related to each account.

This is a hybrid role. The Account Manager will work in office 3-4 days a week, and the remaining days at home.

Job Responsibilities

· Prepare submissions and draft proposals for the risk manager

· Prepare and review policies and endorsements accurately

· Prepare loss sensitive adjustment projections and reviews

· Negotiate price and coverage details with underwriters and financing for clients

· Invoicing

· Process requested changes in coverage

· Ensure KMRD’s service plans are delivered timely and effectively

· Issue Certificates of Insurance and auto ID cards

· Perform experience mod projections / reviews

· Provide bid and accrual support

· Review audits

· Assist in the coordination of loss control, claims support, and contract reviews

Competencies

· Job Knowledge: Possesses working knowledge of all phases of the job and the various techniques and skills for efficient completion of tasks. Remains up to date on changes related to the job

· Flexibility / Adaptability: Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.

· Attention to Detail: Does not let important details slip through the cracks or derail a project.

· Calm Under Pressure: Maintains stable performance when under heavy pressure or stress.

· Problem Solving and Decision Making: The degree to which the individual thoroughly researches and analyzes information, recommends practical solutions, develops effective preliminary plans for implementing recommendations, and involves others in the decision-making process at the appropriate time.

· Honesty / Integrity: Does not cut corners ethically. Earns trust and maintains confidence.

· Creativity / innovation: Generates new and innovative approaches to problems.

· Organization and Planning: Plans, organizes, and schedules projects in an efficient, productive manner. Focuses on key priorities.

· Teamwork: Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.

Qualifications:

Education / Experience:

• Pennsylvania Property and Casualty License required.
• 3+ years of related experience and/or training or equivalent combination of education and experience required
• Bachelor’s degree from a 4-year college preferred
• CRIS/CIC certifications strongly preferred

General Skills/ Abilities

• Excellent organization, communication, and coordination skills
• Ability to accomplish complex tasks
• Computer oriented
• Knowledge of coverage or an orientation / intellectual curiosity for coverage concepts
• Proficiency of Microsoft Outlook including email, calendar, tasks, etc.
• Proficiency of Microsoft Word including typing and the ability to modify word tables, outlines etc.
• Proficiency of Microsoft Excel including the creation and modification of graphs and charts
• Working Knowledge of Adobe.
• Better than average typing skills.
• Working knowledge or ability to learn applied systems.
• Experience with CSR 24 or similar systems
• Strong work ethic