Job Summary:

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES
• Responsible for approximately 30-50 total accounts (depending on other responsibilities and factors) , with assistance from an Account Coordinator or Senior Account Coordinator
• Responsible for presenting client deliverable, as needed, to core team and/or client
• Seen as Subject Matter Expert by core teams and/or clients, as well as team members
• Responsibility related to management and associate development, with leadership coaching
• Responsibility related to growth (build relationship and working parameters with growth team)
• Minimal to no escalations required to complete traditional and/or complex renewals
• Additional responsibility related to growth (build relationship and working parameters with growth team)
• Additional responsibilities related to management and associate development
• Able to peer review Client Specialist and Associate Consultant deliverables
• Completes Phase 3 of Audits
• Obtain/maintain license

Requirements:

QUALIFICATIONS
• Bachelor's Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.
• 6-10 years of insurance/broker industry experience, specifically in consulting or account management.
• Strong interpersonal communication and critical thinking skills required
• Excellent computer skills required with strong knowledge of software packages.
• Current required licenses or ability to immediately obtain.
• Excellent organizational and communication skills.
• Must be available for travel for client/team meetings.
• Legal right to work in the United States.

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