Account Manager I


The Account Manager I is responsible for maintaining, servicing and strengthening relationships with existing clients with medium complexity.


  • Develops and maintains ongoing relationships with clients. May coordinate/report to Senior Account Managers with responsibility for specific clients.
  • Acts as the subject matter expert on vendor/carrier products and services. May get assistance on subjects from Senior Account Managers.
  • Develops relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
  • Anticipates client needs and identify the strategies to solve them
  • Oversees client projects such as implementation of new business, cancellations, claims, etc.
  • Provides updates to clients regarding appropriate industry trends and events, including all state and federal regulatory issues
  • Understands and articulates alternative funding strategies.
  • Works with Director, Accounts, and Senior Account Managers to develop and execute client strategy plan and defined deliverables.
  • Performs other duties as assigned and increasingly exercises independent judgment, subject to general supervisor support.

[i] This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, rush jobs, or technological developments). There may be physical requirements typical of this position that are not specified in this description.


High School graduate (or equivalent), BA/BS preferred with 3 or more years' client service and/or industry and product line experience.


May provide informal leadership based on experience without official supervisory responsibility.


The following are basic skills and abilities needed to successfully accomplish the essential duties of this job.

Data Utilization:

  • Requires the ability to evaluate, audit, deduce, and/or assess data and/or information using established criteria. Includes exercise of discretion in determining actual or probable consequences, and in referencing such evaluation to identify and select alternatives.

Human Interaction:

  • Requires the ability to function in a subject matter expert capacity for area of responsibility. Includes the ability to make decisions on procedural and technical levels.

Verbal Aptitude:

  • Requires the ability to utilize data and information, as well as reference, descriptive, design, advisory, consulting, and conceptual data and information as applicable.

Mathematical Aptitude:

  • Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; ability to utilize principles of fractions; ability to interpret graphs.

Functional Reasoning:

  • Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership, and to exercise independent judgment to apply facts and principles for developing approaches and techniques to resolve problems.


Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.

Sensory Requirements: Some tasks require the ability to perceive and differentiate visual cues or signals. Some tasks require the ability to communicate orally.

Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.


Normal business office environment

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

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