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Account Representative

Summit Consulting

National Interstate is a leading commercial transportation insurer and a member of Great American Insurance Group. We specialize in risk financing solutions across all 50 states and offer traditional insurance as well as innovative alternative risk transfer programs. Our team values integrity, transparency, fairness, accountability, empowerment, and collaboration. Responsibilities Serve as the secondary advocate for customer needs and issues related to simple to moderately complex accounts or groups of accounts. Serve as the primary contact on less complex accounts. Share responsibility for ensuring product and/or services are implemented and delivered on time and meet client requirements in terms of schedule, risks, scope, and budget. Maintain an understanding of client requests, priorities, and needs to drive overall customer satisfaction. Advocate for customers’ needs by ensuring that internal resources understand the client’s requests, priorities, and needs. Assist Business Development, Marketing, Underwriting, Claims, Loss Control, and other teams in addressing account‑related concerns. Address client inquiries related to billing, legal matters, financial impact, and special handling instructions. Assist with retaining and renewing accounts. Develop client relationships to support business growth and coordinate introductions to Business Development, Marketing, or Underwriting departments to prospect new business. Assist with identifying potential new products or services for existing customers. Assist with preparing materials for new prospect marketing presentations and capabilities presentations. Compile and analyze data, prepare reports to track open issues, monitor service levels, and evaluate product or service effectiveness, including identifying trends, root causes, and opportunities for process improvement. Support portal initiatives by assisting with data validation, report and user utilization, conducting demonstrations, and creating reference materials while identifying opportunities to enhance user experience. Develop product and customer business knowledge to enhance overall account management. Contribute to project‑based work as assigned, including data analysis, process documentation, and development of insights to support process improvement and strategic initiatives. Perform other duties as assigned. Requirements Education: Associate’s degree in Business Administration, Marketing, or a related field. Experience: No prior work experience is required. Familiarity with account and client management principles and practices. Ability to work on assignments of low to moderate technical complexity. Strong written and verbal communication skills, used to build and leverage effective customer relationships and to explain and promote products and services. Foundational analytical skills and attention to detail. Occurs occasional day and overnight travel. Hybrid schedule: on‑site in Richfield, Ohio office, four days a week with flexibility to work one day remotely. Benefits Competitive benefits packages for full‑time and part‑time employees, including medical, dental, vision, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Paid Time Off, paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits. Benefits details and compensation will be discussed during the hiring process. Learn more about the company and opportunities at (link provided for reference). #J-18808-Ljbffr

Vacancy posted 9 hours ago
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