PTI Account Manager

JOB DESCRIPTION

 

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Job Title: Account Manager - PTI

 

Department: Project Technologies International

 

Location:  Various in Home Office and Field Offices

 

Reports To:   Local Executive   Grade:

 

Date Created: February 2008  Job Code:

 

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PRIMARY PURPOSE OF POSITION:

 

Responsible for the retention of existing Wrap-Up accounts. Offers a high level of service in accordance with existing systems and procedures. Assists in the marketing and program development of new Wrap-Up opportunities.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

 Review contractor enrollments by collecting all necessary enrollment forms and other required documents from the client. Operate Wrap-Star software, providing monthly reports regarding program status and monitor enrollment information including change orders/alternate calculations and offsite Certificates of Insurance.Enter, maintain and update all master policy details, prepare billings, issue binders of insurance for new business and review master policies with the Client Manager and Account Executive. Aid in marketing submission preparation, meeting preparation and other presentations as necessary.  Assist in the coordination of the Field Procedure Manuals and Claims Manuals.

 

EDUCATION & EXPERIENCE:

 Bachelors degree required with three to five years of related work experience.Brokers license required.Must be proficient in Microsoft Office Suite. Must have strong oral and written communication skill.

 

 

 

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 No special physical demands outside a normal office environment

 

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 Works in a comfortable, well lighted and well ventilated environment

 

COMPETENCIES:

 Must consider importance of carrier/client interests in relations to Allied North America’s financial interests.Provides consistent and effective communication skills when presenting information. Must actively listen to carrier/clients as they articulate their needs.Consistently meets Allied North America’s business goals, while always striving for excellence in individual performance goals.Must be viewed as a partner with all business associates.Identifies creative approaches to solving problems.Determines priorities and plans the appropriate procedures for achievement.Sets clear performance goals that are discussed regularly with direct report(s) while delegating assignments.Makes timely, well thought out decisions based on the best available information.Has a solid understanding of the change process and articulately communicates the reason for change to internal colleagues and carriers/clients.Anticipates and identifies industry opportunities while understanding the long term objectives of Allied North America.Must be willing to embrace new systems and procedures designed to enhance Allied North America’s success.