Lead Account Manager Employee Benefits Consulting in Syracuse, NY at Key Bank- Corporate

Date Posted: 4/3/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    221 South Warren Street
    Syracuse, NY
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    4/3/2018
  • Job ID:
    26712BR

Job Description

ESSENTIAL JOB FUNCTIONS

• Responsible for mid to large size client relationships, account retention and developing comprehensive risk management solutions in conjunction with other account team members, as needed
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
• Maintain a full understanding of the client’s programs, processes, procedures and timing requirements
• Respond to client needs by producing appropriate paperwork within timeframes outlined in procedures
• Gather data and coverage information according to timelines set forth in procedures; Create timely renewal strategy
• Participate in renewals and new line of coverages with appropriate insurance carriers understanding the underwriting requirements for each carrier being approached
• Prepare and deliver, when appropriate, coverage analysis (proposal) for client presentations
• Design insurance programs for clients. Meet and present such designs and recommendations to other account team members and/or clients
• Review policy, endorsement or audit discrepancy forms, proactively order any necessary corrections from carrier and ensure documents are sent to client on a timely basis
• Perform daily, weekly, and monthly system functions and frequent ad hoc report requests, resolving most issues independently but escalating issues as needed
• Maintain the accuracy and integrity of both electronic and non-electronic data
• Maintain knowledge of all service offerings to pursue rounding out and cross solve opportunities
• Keep abreast of both insurance and client industry changes, communicate changes to client and team members
• Educate client and promote agency resources as appropriate
• Refer current and prospective clients to appropriate divisions
• Adhere to pertinent laws, regulations, internal compliance policies and external compliance requirements.

REQUIRED QUALIFICATIONS

• Some college education or associate degree and at least five years of relevant experience or combination of education and experience
• Knowledge of insurance products and usages
• Must maintain required professional designations and insurance licenses Knowledge of insurance markets, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect
• Understanding of special coverages and service needs of assigned clients that require specialized knowledge for contract review, specification review, specialized coverages
• Ability to utilize math skills to assist in compiling and analyzing various data components and possess a basic understanding of risk analysis
• Ability to utilize computers and understand functionality. Proficiency in Microsoft product skills including Excel, Word, PowerPoint, and Outlook
• Knowledge and ability to perform technical tasks to expedite client service
• High degree of self-discipline, motivation and ability to work well individually and in a team environment
• Excellent problem solving, persuasion and negotiation skills
• Excellent organizational skills including the ability to multi-task and prioritize action items
• Excellent interpersonal skills; strong written and verbal communication skills
• Satisfactory completion of agency testing requirements
• Must maintain a valid driver’s license or have transportation available when needed to attend client and carrier meetings
• Must be able to work in an office environment
• Must be able to use a computer with all its components for prolonged periods of time
• Maintain and commit to a predetermined work schedule
• Must be able to remain in a stationary position
• Travel required within incumbent’s region and occasionally to other regions
• Travel percentage 10%

ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 26712BR