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Account Manager in Boston, MA at Risk Strategies

Date Posted: 12/3/2018

Job Snapshot

  • Employee Type:
  • Location:
    Boston, MA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Primary Responsibilities and Duties:

The duties of the Account Manager include, but are not limited to:

  • Assists and may manage the preparation of underwriting specifications and evaluates quotations received from underwriters.
  • Demonstrates an understanding of insurance coverages, applicability, exclusions and basics in premium rating.
  • Responds timely to all client issues and provides resolutions to client related questions.
  • Assists in producing client proposals; conducts analysis and presentations as may be necessary.
  • Coordinates enrollment meetings.
  • Serves as a liaison between carrier and plan administrators.
  • Establishes, maintains, and updates files, databases, records, and/or other documents for accounts.
  • May develop accounting income forecasts, monitor budgetary functions and billing activities.
  • Interacts regularly with senior level managers, clients and underwriters.
  • Participates in client meetings and group presentations.
  • Reviews policies and assists with drafting recommendations for coverage.
  • Manages request changes from Account Executives as well as open items lists.
  • Manages, develops, monitors, updates and ensures compliance with renewal action plan or strategy.
  • Provides management and directed assistance with coverage questions and program changes.
  • Solves problems regarding client issues.
  • Capable of servicing complex accounts as well as acting in a marketing capacity independently.
  • Conforms to company’s professional standards and procedures to ensure quality service to all clients.
  • Leads and trains lower graded employees, as required.
  • Performs miscellaneous job-related duties as assigned


Job Requirements

  • Requirements and Qualifications:

    • Minimum of 4+ years of progressive client representative experience
    • Valid MA Life and Health brokers’ license
    • College degree preferred
    • Knowledge of agency management systems, Benefit Point and Work Smart preferred
    • Possess excellent verbal and written communication skills
    • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
    • Understand of basic health and welfare insurance principles
    • Self-motivated, disciplined, enthusiastic and requiring minimal supervision
    • Exceptional organization and time-management skills
    • Demonstrates commitment to teamwork as well as having the ability to work independently
    • Results oriented with a strong customer focus
    • Ability to gather data, compile information, and prepare reports
    • Ability to create, compose, and edit written materials