Account Manager

26 Apr 2022 11:21 AM | Anonymous

Company Name:   The Robert E. Miller Group

City:   Kansas City

State:   Missouri

Position Description:

-Work closely with the producer to manage client expectations, servicing needs, lead the renewal process and ensure tasks are completed according to service timelines for assigned book.
-Develop core competencies of Client Management by working with assigned Account Executive mentor.
-Ensure essential tasks are completed for Account Executives at appropriate times in the service cycle.
-Facilitate the completion of all aspects of the renewal process in accordance with the identified timelines, and as directed by the Account Executive.
-Maintain excellent carrier relationships to provide client advocacy at appropriate times.
-Document client requests in the Client Relationship Management System (CRM) and complete action items with a sense of urgency to ensure all tasks are completed to drive to resolution with Account Executive input as necessary.
-Resolve client issues with a sense of urgency to avoid disruptions in client service and/or coverage.
-Conduct client meetings and presentations, either independently or as a partner to the Account Executive (i.e. renewals, informational sessions, etc).
-Assist producer in developing responses to RFPs and presenting strong finalist presentations.
-Develop communication materials for clients to outline renewal changes, enrollment procedures, and plan clarifications.
-Work in conjunction with the Director of Compliance to ensure clients are aware of local, state and federal compliance regulations and quality control guidelines.
-Inform Producer/Account Executive of situations that could impact account retention and/or client satisfaction.
-Maintain updated knowledge regarding legislative or industry changes that could impact the organization or its clients.

Position Type:   Full Time

Experience:   Minimum of 2 years of account management experience in a broker or carrier position.

Education Level: Bachelor's degree in a closely related field or any equivalent combination of education and/or experience.

About Company:

The Miller Group was founded in 1961 by Robert E. Miller, with a focus on the construction industry. While this industry expertise remains, we have expanded to include a strong position in a variety of industries. Led by Bob Miller’s sons, Sean and Matt, the company has grown to become one of the top brokerage firms in the Midwest. A commitment to employee well-being, family, faith and community make The Miller Group a great place to work. The Miller Group has been recognized by the Business Journal as a Best Place to Work and Healthiest Employers.

The Miller Group’s full-service product offering includes commercial insurance; employee benefits; HR consulting; surety Bonds; safety & loss prevention and private risk management.

How to Apply:  Apply at

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