Account Manager

The role

Account Managers create and manage client-specific service plans and mid-year reviews. You will act as a trusted advisor to clients and manage retention and sales.

What you will do

• Create, implement, and manage client-specific service plans
• Prepare materials for client reviews
• Analyze losses and explore market options
• Recommend services
• Provide high-quality service and prompt responses to client questions
• Retain clients and expand accounts with additional products
• Verify policies, endorsements, audits, and dividends

Required qualifications

• A bachelor’s degree in a business-related field
• Strong analytical and problem-solving skills
• Great communication and interpersonal skills
• A team player with a professional attitude and integrity

Nice to have

• Experience in an office setting

Benefits

• Medical, Dental, Vision Insurance
• Flex Spending or HSA
• 401(k) with company match
• Profit-Sharing/Defined Contribution (1-year waiting period)
• PTO/Paid Holidays
• Company-paid ST and LT Disability
• Maternity Leave/Parental Leave
• Subsidized Parking
• Company-paid Term Life/Accidental Death Insurance

About the company

Cottingham & Butler sells a promise to help clients through life’s toughest moments. The company aims to hire, train, and grow the best professionals in the industry.