Job Description

Job Summary: To service current or prospective partner clients who offer travel insurance to their clients, assists the sales staff with quoting and/or setting up new accounts.  The Key Account Manager will be the main partner contact and they will be responsible for making day to day decisions to ensure our client’s needs are met.  The Key Account Manager will create and lead Quarterly Business Reviews for client partners.  The Key Account Manager is responsible for making sure all of the client’s needs are met accurately and in a timely fashion.  The Key Account Manager also works with the Account Administration team to make sure all appropriate data is provided to keep all internal systems updated and accurate. The Key Account Managers will work with the Underwriting team on all renewals, rate changes, etc.  The Key Account Manager will work with key stake holders to ensure needs are met.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Understands and articulates travel insurance fundamentals and the various aspects of designing client plans, including plan design, underwriting elements, assistance services, claims processing, client compensation, etc. to the point that they can design a plan for various client partners
• Creates and produces certificates, ads, marketing materials, PowerPoints and websites for clients
• Preparing PowerPoints and holding training sessions for clients via webinar and/or in person
• Oversees, coordinates and responds to email requests from clients, sales team or internal team members – claims issues/coverage questions/processes/exceptions, etc.
• Proofs, tests, and assembles client websites, ensuring verbiage meets regulations
• Work with the Underwriting team on quotes, renewals, rate changes, etc.
• Provides data to the Account Administration team for internal systems – client/account information (such as Claims system,  TCO’s, PPS, etc.)
• Responsible for new business process – Proposal, Checklist, Admin Manual, Ads, Certificates, Licensing, etc.
• Runs reports, as scheduled or requested on/for all assigned accounts
• Provides customer service and handles any accounting or manifest issues
• If needed or requested, assists with managing back-end projects as assigned (phone calls, testing, IT projects, etc.)
• Responsible for proofing all sites, ads, Plan Documents put together by the Account Administration team with the initial new business and quarterly for each account
• Works with clients to obtain and maintain all required licensing
• Works with the Sales team to assist in obtaining required information for all new business calls/inquiries to Trip Mate
• Other duties as assistance as requested

REQUIRED / DESIRED KNOWLEDGE, EXPERIENCES AND SKILLS:

• Associate or Bachelor Degree from an accredited college or equivalent work experience
• Minimum 12 months prior Customer Service / Account Management experience
• Ability to obtain a P&C or L&H license
• Ability to handle different and unexpected issues in a calm, decisive manner
• Ability to suggest new solutions in handing unusual issues
• Able to communicate effectively both in verbal and written communications
• Self-starter with attention to detail
• Superior customer service skills
• Able to multi-task with changing priorities

EDUCATION/CERTIFICATIONS:

• A P&C or L&H license is a plus
• Experience with Microsoft Office Suite (Word, Excel, etc.)

PHYSICAL WORKING ENVIRONMENT:

While performing the duties of this job, the employee is required to stand; walk; sit for long periods of time; use of hands to grasp, handle, or feel; reach with hands and arms; finger dexterity; talk; hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

The above statements are intended to describe the general nature of work being performed by people assigned to this classification.  They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of employees so classified.

Trip Mate is an Equal Opportunity Employer M/F/Disability/Veteran

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