Job description
Are you awesome? If you enjoy helping others and flourish in a fast-paced environment, you might be a fit for the Losey Insurance and Financial Services Senior Client Account Manager position. In this full-time role, you will support team members in different channels as they work with clients to match products and services to their unique needs and take inbound calls from clients and potential clients which means successful candidates can multitask, have customer service experience, and navigate multiple, simple computer applications. We will provide computer equipment and training. This is an in-person position located in Baton Rouge, Louisiana.
Must-have qualifications
Two years of post-secondary education and be enrolled in a college or university program, pursuing a degree in business, accounting, math, or a related field; we love working with students and understand the unique scheduling
Possess strong self-awareness and computing skills, including Microsoft Office
Able to work independently but enjoy a high degree of interaction with team members who will be working closely with you
Demonstrate effective written and verbal communication, including the ability to actively listen, and problem-solve with minimal assistance
Attention to detail and commitment to a high level of accuracy
The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Benefits
Base compensation range is $70,000 - $145,000. This is NOT a commission-based role.
Position participates in the annual bonus pool
Generous 3 week base PTO and 10 holidays
Retirement plan matching program
Employer-sponsored employee health insurance plan (premium paid by employer)
Diverse and inclusive work environment that encourages new ideas and personal growth
Employer-sponsored continuing education, professional development, and tuition reimbursement opportunities
Background check, fingerprinting, and non-disclosure agreement required for position
Responsibilities
This position is a senior client-facing role responsible for directly supporting property and casualty Insurance client relationship management efforts and coordinating all service activity
As key member of the client service team, responsible for facilitating the delivery of strategy and providing program consultation to clients and managing at least one additional staff member
Prepare and facilitate internal strategy, including program-level oversight delivery and review of current program, client service agreements, menu of services required and client service planning
Ensure documentation is kept, and that outcomes and next steps are finalized at conclusion for each client interaction
Ensure updated exposures and coverage information in completed in a timely fashion by gathering all relevant and required information
Coordinate completion of updated information and applications, and coordinate responses with clients
Guide as needed for review of client exposure updates and identification of recommendations in addition to needs and gap analysis
Populate proposal content, and coordinate inputs of information from intake and other resources
Lead proposal delivery meetings with clients
Ensure documentation of proposal changes and client decisions with communication to the client as applicable
Ensure the Order to Bind is received from the client and that the confirmation of coverage and binders are delivered
Provide guidance throughout the binding process, including subjectivities as applicable
Oversight of final review post issue
Manage and coordinate billing and invoicing allocations as needed
Monitor the timely and accurate completion of the billing process and coordinate support for escalations of client-level accounting issues (including discrepancies and fee arrangements)
Ongoing service management and oversight of timely and accurate completion of endorsement and audit requests
Responsibility to review
Respond to mid-term client inquiries (i.e., policy and coverage questions)
Oversight and guidance on the open items listings with clients
Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (i.e., client advocacy, stewardship reporting)
Coordinate and facilitate meetings for clients
Ability to interpret, analyze and present proposals
Strong leadership skills within servicing function, to include delegation, coaching and mentoring
Demonstrate organizational leadership and influence with colleagues
Schedule
The office is open Monday through Friday and closed on weekends. We offer flexible schedules to accommodate student school schedules.
Equal Opportunity Employer
Company Description
Losey Insurance and Financial Services is a Baton Rouge-based insurance and wealth management firm partnering with successful individuals, families, and businesses throughout the United States. Our practice areas include property and casualty, wealth advisement, private client risk management, wealth transfer, and estate planning. We have 40 years of experience and have received numerous awards and recognitions for our exceptional service and distinguished solutions including 2023 LSU 100 Fastest Growing Tiger Businesses.
