Job Description
Position Summary:
We are seeking a highly experienced and strategic Senior Account Manager/Executive to join our dynamic M&A team. This role is ideal for a proactive individual who excels in relationship building and strategic thinking, aiming to facilitate our new producer onboarding process and drive continuous growth within the company.
Essential Duties and Responsibilities
- Lead the Broker of Record (BOR) process for incoming producers, including information gathering, drafting, and submitting letters to carriers, and tracking their acceptance.
- Develop and communicate an effective onboarding strategy for new producers to internal teams.
- Serve as the primary point of contact for new producers during their first 30-45 days, ensuring a positive and seamless experience.
- Regularly report on the progress and integration of new producers.
- Accurately input and manage data within AMS360, ImageRight, or EPIC systems.
- Analyze production reports to assess and strategize business growth opportunities.
- Assist with the M&A side of the business as time permits, focusing on market and carrier analysis and operational integration of selling agencies.
Minimum Qualifications (Education, Experience, Skills)
- 5+ years of experience in Account Management or Executive roles within the insurance industry.
- Familiarity with the Broker of Record (BOR) process.
- Proficiency in using AMS360, ImageRight, or EPIC; openness to learning alternative systems.
- Established relationships with carriers and a solid understanding of carrier operations.
- Data-driven approach with excellent skills in reporting and tracking.
- Proven ability to work effectively with executives and a diverse team environment.
- Exceptional communication skills, with the ability to produce high-quality work and train, teach, and lead both producers and internal teams.
- A strategic thinker with a growth mindset who is driven by relationships and results.
- High energy, solution-oriented, and capable of taking initiative.
Promoting Peace of Mind for All
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
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