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Senior Account Manager in Portland, OR at Risk Strategies

Date Posted: 11/7/2018

Job Snapshot

  • Employee Type:
  • Location:
    Portland, OR
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Job Summary: This position is the primary point of contact for customers and is responsible for the day to day management of accounts as well as developing relationships with clients. This individual will perform a variety of client related functions in a rapidly growing company. The position requires a range of insurance skills in order for the individual to satisfy an array of account needs.


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.
  • Contributes to new business efforts by assisting in proposal development and team presentations
  • Performs miscellaneous job-related duties as assigned


Job Requirements

Requirements and Qualifications:

  • Minimum of 5+ years of progressive client representative experience
  • Valid 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


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