Senior Account Manager (Odell Studner)
Job Title: Senior Account Manager (Mid-Atlantic Platform)
Agency/Platform: Odell Studner Group / Mid-Atlantic
Location: King of Prussia, PA
The Account Manager/Senior Account manager is a member of the Commercial Lines team dedicated to the Commercial and Multifamily Real Estate industry, inclusive of Property Management & Development/Construction. This position offers unique opportunity to combine traditional account management skills in commercial insurance within a growth oriented agency culture. This position supports Account Executive(s) and is responsible for daily client service, marketing renewals, preparing/presenting proposals, and binding client insurance programs.
Provide a high level of daily service to clients including responding to inquiries regarding policies and coverages.
Adhering to an established renewal timeline/process inclusive of: development of renewal strategy with Account Executive & Producer, client exposure collection & review, customizing coverage specifications, analysis and negotiation of coverage quotes, and preparation of comprehensive insurance proposals.
Responsible for implementing service models and Real Estate centric stewardship reports throughout the year and maintaining timelines of those deliverables.
Create per location premium allocation spreadsheets and collaborate with client to maximize premium CAM recapture.
Work with clients to ensure favorable contractual risk transfer/contract review.
Update client specific Real Estate benchmarking & Claim trending/development reports
Review policies and endorsements for accuracy; report errors to insurance company to correct.
Assist in cross selling lines of coverage not currently written.
Keep team members fully informed of important activities on their accounts including being sensitive to potential problems.
Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, & carrier issues.
Communicate effectively within team environment inclusive of Assistant Account Managers through Account Executive.
Ability to maintain a high level of confidentiality.
Work independently and within a team on special, nonrecurring and ongoing projects.
Performs other duties as assigned.
Knowledge and Skill Requirements
Licensed in property and casualty insurance.
Minimum 2+ years relevant Commercial Lines Experience with a broker/agent, including marketing large middle market accounts to carriers and wholesalers.
College degree preferred.
Professional designation or pursuit of professional designation preferred.
Ability to work with minimum supervision; able to accept direction on given assignments.
Knowledge of MS Office Products, Word, Outlook and advanced knowledge of Excel.
Demonstrated flexibility and adaptability to changing priorities and deadlines.
Strong analytical skills and attention to detail to ensure accuracy.
Able to work effectively in a team environment with strong customer service skills.
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Ability to travel regionally for client visits.
Strong knowledge of all basic P&C coverages with a focus on Property, General Liability, Umbrella/Excess Liability, and Professional Liability.
Knowledge of standard and surplus lines markets and insurance industry market trends are a plus.
Demonstrated superior presentation/relationship skills to present proposals to customers and prospects in this highly client interactive role.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.