Overview

The Account Manager interfaces with an assigned list of accounts involving the Company's portfolio of products (i.e., property, casualty, automotive, or other types of insurance.) This individual is responsible for customer satisfaction, problem resolution and account retention.

*Must be familiar with AMS 360.

*Must have commercial insurance experience and an active P&C license.

*Japanese Bilingual Capabilities: Must be able to speak/read/write Japanese at a professional business level.

Essential Duties & Functions
Other duties may be assigned.
• Relationship management of client.
• Proactive development and execution of client insurance program strategy.
• Knowledge of full portfolio of MSTIS products and services.
• Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics,
and able to perform these functions with little guidance from Account Executive and/or
Managers.
• Independently, or in partnership with Vice President, lead client meetings and presentations.
• Special projects as assigned which may include client presentations, functions, and meetings
• Acts as a liaison between carriers and vendors and communicates accurate details relating to
P&C programs
• Coordinates with Customer Service team and/or Account Representatives, the ordering and
issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy,
• Prepares summaries, schedules and proposals, process renewals in coordination with
Customer Service team and Account Representatives according to company procedures
• Review and verifies policy, audits, calculates premiums, and establish payment method
• program in a timely manner
• Strong knowledge of and relationships with vendors.
• Monitors and recommends opportunities for client revenue enhancement.
• Recommend or initiate actions to effectively and proactively service the client.
• Maintain accurate client and policy data and documents within ANM360 system
• Identify, plan, and develop methods and procedures to obtain greater efficiency and
effectiveness of client benefit programs.
• Develop sales or cross-selling opportunities with current clients.
• Maintains confidentiality of Company and customer information; including pricing, growth
projections, market share and other materials that can be used by the competition
• Works independently and uses own judgment on client issues; however, collaborates with
colleagues in a team like environment, and exchanges information useful to ensuring sales
success, such as selling strategies and techniques, market trends, and other pertinent
information

Non-Essential Duties
Other duties may be assigned
• Performs special projects and other miscellaneous duties as assigned by senior
management.
• Follows up to complete any assigned work.
• Maintains high ethical standards in the workplace
• Reports all irregular issues and problems to the management for solution.
• Maintains good communication with office staff members and outside contacts.
• Complies with all company policies and procedures.
• Responsible for maintaining a clean and safe working area by participating in all aspects of
the Company's Safety Program.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. Reasonable accommodations may be made to enable qualified individuals with
disabilities to perform the essential functions.

• Bachelor's degree from four-year college or university, or equivalent work experience.
• Minimum of five or more years of P&C related experience and/or training.
• Proficient with MS Office Suite
• Strong mathematical and analytical skills
• Ability to maintain a high level of confidentiality.
• Excellent verbal and written communication skills.
• Ability to work independently and make accurate decisions and demonstrate good
judgement.
• Detail oriented with excellent organizational and time/project management skills.
• Must obtain and maintain active Property and Casualty Insurance Agent License.
• This position may require routine or periodic travel which may require the teammate to
drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle
Record report at the time of hire and periodically thereafter, and maintenance of minimum
acceptable insurance coverages are requirements of this position.
• Maintain positive working relationships and clear communication with co-workers, clients,
and insurance carriers.
• Must be available for offsite meetings with clients

Competencies
To perform the job successfully, an individual should demonstrate the following competencies:

• Communication: Communication refers to the ability to inform orally and in writing, with
clarity and good effect. It means to understand clearly and quickly when instructions or
orders are received. It means judgment about what information is important and what is
not, and what should be communicated, how, to whom and when.
• Customer Focus: Acts with customers in mind. Establishes and maintains effective
relationships with customers and gains their trust and respect.

• Drive for Results: Pursues goals with energy, drive, and a need to finish. Does not give up,
faces resistance or setbacks well; pushes self and others for results.
• Job Knowledge: Refers to the amount of relevant job knowledge and skill you have.
Includes awareness and possession or mastery of special facts, practices, manual skills and
techniques and decision-making methods. How well the employee is knowledgeable of
services, policies, and procedures.
• Judgement: Able to make decisions that are sound, accurate, timely and supported by the
reasoning and inclusion of others.
• Negotiating: Able to negotiate with both internal and external groups. Finds solutions that
match the needs of all parties.
• Organizing: Able to use resources (people, funding, material, support) to get things done.
Able to orchestrate multiple activities at once to accomplish a goal. Uses resources
effectively and efficiently. Arranges information and files in a useful manner.
• Presentation Skill: Uses communication skills to develop messages for various audiences.
Able to measure audience response and adapt accordingly.
• Priority Setting: Plans and organizes work activities. Knows what will help or hinder
accomplishing a goal.
• Problem Solving: Able to solve problems using logic, judgement, and data to determine
effective solutions.

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.
High pressured, fast-paced environment with significant telephone and personal disruption. Large
number of multiple steps in complex system performed with accuracy and speed is essential to the
successful completion of tasks.

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.
While performing the duties of this job, the employee is regularly required to stand; walk; talk and
hear; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is often required
to sit. Specific vision abilities required by this job include ability to adjust focus when using computers
tablets or other electronic devices.

Essential Weight Lifting/Force Exertion Requirements:

Less than 1/3 of time:
Up to 100 pounds with lifting aid
1/3 to 2/3 of time:
Up to 50 pounds
More than 2/3 of time:
Up to 10 pounds

The above job description identifies the essential job functions and skills needed by the person or
persons assigned to this position. These job functions and skills are not intended to be a complete

and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential job functions. The
information contained herein is subject to change at the Company's discretion.