Hybrid Commercial Lines Account Manager-Poughkeepsie NY

1 week ago

Poughkeepsie, United States Masis Professional Group Full time

Commercial Lines Account Manager

Poughkeepsie, NY (Hybrid)

MAJOR RESPONSIBILITIES:

  • Assists Commercial Lines Account Executive with P&C policy service requests, as dictated by the Commercial Lines Account Executive.
  • Assists Commercial Lines Account Executive with P&C renewals, as dictated by the Commercial Lines Account Executive.
  • Assists Commercial Lines Account Executive with rounding out book, as dictated by the Commercial Lines Account Executive.
  • Generates Proposals and Summaries of Insurance to support the Commercial Lines Account Executive.
  • Ensures client data integrity through accurate data entry, file maintenance as required by the Commercial Lines Account Executive.
  • Assists Commercial Lines Account Executive with generating SOV, EXCEL spreadsheets, and related underwriting materials.
  • Assists Commercial Lines Account Executive with issuing Binders, Certificates, Evidence, ID Cards.
  • Seeks to develop insurance knowledge through hands-on, active learning opportunities.

ESSENTIAL KNOWLEDGE, SKILLS & ABILITIES:

  • Demonstrates understanding of commercial lines insurance policy forms, coverage, and products.
  • Demonstrates skills in MS Office (Outlook, Word, and Excel), Adobe, and Agency Management System (EPIC).
  • Demonstrates success with extensive internet research.
  • Demonstrates success with insurance related customer management systems.
  • Demonstrates effective time management skills and the ability to prioritize and complete work as needed without direct supervision.
  • Demonstrates success at handling multiple tasks and projects and work within deadlines.
  • Demonstrates ability to build collaborative and productive relationships with Marketing Specialist and Client Service Executives.
  • Demonstrates strong interpersonal communication skills and strategic and creative thinking abilities.
  • Has a Property & Casualty Broker license.

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