Account Manager Iii

Description:

The Account Manager III is primarily responsible for partnering with the BOKFI team to execute core functions required to manage the relationship with defined accounts. Services clients on a day to day basis. Directly consults the client in collaboration with the BOKFI team, and provides recommendations and guidance. Functions as part of a team on BOKFI’s key and complex accounts and must be able to work independently. The Account Manager III may manage smaller accounts on their own.

A Property and Casualty Producer License is a requirement for this job.

Team Culture

Our team is very collaborative. You'll work closely with account executives, analysts, and producers. Each member is vital in our processes' success so we have a very encouraging and motivating environment. Our managers have an open-door policy and lead by example by rolling up their sleeves to get the job done right the first time.

How You'll Spend Your Time

• You will represent BOKFI in the marketplace by establishing and maintaining healthy carrier/vendor relationships.
• You will partner with the BOKFI team to manage the overall open enrollment process.
• You will serve as a subject matter expert in all carrier contract provisions, products, plan designs and networks, and other complex questions that arise amongst BOKFI clients and employees.
• You will analyze, evaluate, recommend and implement solutions for various complex client-related issues and problems that arise.