Account Manager

2 weeks ago

Schenectady, United States Marshall & Sterling Full time

Description:

Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E & O exposures. Commission based compensation.

• Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales

Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline

with Sales Executive and client.

• Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.

• Proactively recommend coverage options and supplemental policies to mitigate risk.

• Be proficient with all value-added tools and resources.

• Manage the renewal process as established by the agency.

• With Customer Service Representative and Sales Executive (if applicable) review all applications, policies, endorsements, and

audits for accuracy.

• Review comparisons and quotations for renewals.

• Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.

• Prepare account summaries as required.

• Deliver policies and related documents to insured as needed.

• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.

• If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.

• Round out accounts through quotation of lines not currently written through our agency.

• Refer clients and prospects to other divisions of Marshall & Sterling.

• Collect premiums per established agency procedures.

• Maintain professional accreditation necessary to meet agency standards.

• Participate in continuing education programs when available.

• Build and maintain a favorable and professional work relationship with other staff members.

• Communicate with Supervisor/Manager any issues to ensure excellent customer service.

• Adhere to established employee manual policies and guidelines.

• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.

• Promptly report all E&O claims and potential E&O claims.

• Maintain confidentiality in all aspects of client, staff, and agency information.

• Perform other duties and projects as assigned.

• College degree preferred, high school diploma or equivalent required.

• Pursuing or already have an insurance related designation.

• Experience and knowledge of Microsoft Office programs.

• Experience with Vertafore a plus.

• Knowledge of commercial insurance and products is essential.

• Appropriate state insurance licenses and continuing education required.

• Five years of commercial lines customer service and/or sales experience.

• Desire for commission-based compensation.

• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a

professional manner.

• Demonstrated ability to communicate effectively.

• High level of organizational ability with attention to detail.

• Valid driver's license and acceptable driving record.

Requirements:

• College degree preferred, high school diploma or equivalent required.

• Pursuing or already have an insurance related designation.

• Experience and knowledge of Microsoft Office programs.

• Experience with Vertafore a plus.

• Knowledge of commercial insurance and products is essential.

• Appropriate state insurance licenses and continuing education required.

• Five years of commercial lines customer service and/or sales experience.

• Desire for commission-based compensation.

• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in

a professional manner.

• Demonstrated ability to communicate effectively.

• High level of organizational ability with attention to detail.

• Valid driver's license and acceptable driving record.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

PIcec-9415

  • Account Manager

    3 weeks ago

    Schenectady, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription: ***This opportunity is open to all employee-owners with minimum one year of service with M+S at our upstate locations: Glens Falls, NY, Hoosick Falls, NY, Leeds, NY, Queensbury, NY, Saratoga Springs, NY, Tannersville, NY, Troy, NY, and Warrensburg, NY.*** We are hiring in our P+C Upstate Division for an Account...

  • Account Manager

    2 weeks ago

    Schenectady, United States Marshall & Sterling Full time

    Description: Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E & O exposures. Commission based...

  • Account Manager

    3 weeks ago

    Schenectady, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E...

  • Accounting Manager

    4 weeks ago

    Schenectady, New York, United States SUNY Schenectady County Community College Full time

    Job Title: Assistant ControllerSUNY Schenectady County Community College is seeking a highly skilled and experienced Assistant Controller to join our team in the Office of Administration.Job Summary:The Assistant Controller will provide leadership and professional accounting services with a focus on quality customer service to both internal and external...

  • Automotive Account Manager

    3 weeks ago

    Schenectady, New York, United States NESCO Inc Full time

    Job Summary:Nesco Resource is seeking an experienced Account Manager to oversee existing accounts and drive new business initiatives in their automotive division. As an Account Manager, you will be responsible for managing existing accounts, identifying growth opportunities, and driving new sales initiatives with a focus on electrical components for...

  • Account Manager Automotive

    2 weeks ago

    Schenectady, United States NESCO Inc Full time

    Industry leader in electrical insulation systems is looking for an experienced Account Manager to oversee existing accounts and drive new business initiatives in their automotive division! Are you an experienced sales professional with electrical component knowledge? Don't miss out on this exciting opportunity! Position SummaryGrow existing accounts and...

  • Account Manager Automotive

    2 weeks ago

    Schenectady, United States NESCO Inc Full time

    Industry leader in electrical insulation systems is looking for an experienced Account Manager to oversee existing accounts and drive new business initiatives in their automotive division! Are you an experienced sales professional with electrical component knowledge? Don't miss out on this exciting opportunity!                   ...

  • Account Manager Automotive

    2 weeks ago

    Schenectady, United States NESCO Inc Full time

    Industry leader in electrical insulation systems is looking for an experienced Account Manager to oversee existing accounts and drive new business initiatives in their automotive division! Are you an experienced sales professional with electrical component knowledge? Don't miss out on this exciting opportunity! Position Summary Grow existing accounts and...

  • Account Manager Automotive NY

    4 days ago

    schenectady, United States Nesco Resource Full time

    Industry leader in electrical insulation systems is looking for an experienced Account Manager to oversee existing accounts and drive new business initiatives in their automotive division! Are you an experienced sales professional with electrical component knowledge? Don’t miss out on this exciting opportunity!                   ...

  • Account Manager, D.C./MD

    2 weeks ago

    Schenectady, United States Demant Full time

    Overview: ACCOUNT MANAGER - D.C/MD Demant is a world-leading hearing healthcare group that for more than a century has played a vital part in developing innovative technologies and know-how to help improve peoples hearing and health. In every aspect, from hearing devices, hearing implants and diagnostic equipment to intelligent audio solutions and hearing...

  • Community Sales Account Manager

    3 weeks ago

    Schenectady, New York, United States UnitedHealth Group Full time

    Job SummaryAt UnitedHealth Group, we're committed to helping people live healthier lives and making the health system work better for everyone. As a Sales Account Manager, you'll play a vital role in achieving this mission by building and fostering relationships with key accounts, presenting health plan information, and closing sales. Key Responsibilities...

  • Accounting Specialist

    3 weeks ago

    Schenectady, New York, United States Trustco Bank Full time

    Job SummaryThe Accounting Specialist is responsible for providing accounting support to accounting supervisors and other management within the department. This role involves keying daily worksheets to the general ledger system, ensuring files are complete and maintained as needed, handling accounts payable duties, and assisting accounting personnel.Key...

  • Accounting Specialist

    3 weeks ago

    Schenectady, New York, United States Trustco Bank Full time

    Job Summary:The Accounting Specialist is responsible for providing accounting support to accounting supervisors and other management within the department. This role involves keying daily worksheets to the general ledger system, ensuring files are complete and maintained as needed, handling accounts payable duties, and assisting accounting personnel.Key...

  • Account Executive

    4 weeks ago

    Schenectady, New York, United States 041 - Elizabeth Arden, Inc Full time

    Job Title: Account ExecutiveAt Elizabeth Arden, we are committed to delivering exceptional beauty experiences to our customers. As an Account Executive, you will play a critical role in driving retail sales growth within your region by effectively planning and executing sales-related activities.Key Responsibilities:Develop and implement tailored business...

  • Account Executive

    4 weeks ago

    Schenectady, New York, United States 041 - Elizabeth Arden, Inc Full time

    Job DescriptionAt Elizabeth Arden, we're committed to delivering exceptional beauty experiences that inspire confidence and joy. As an Account Executive, you'll play a key role in driving retail sales growth within your region by developing and executing tailored business plans.Key Responsibilities:Develop and implement business plans to drive growth in...

  • Senior Accountant

    1 month ago

    Schenectady, New York, United States New York State Full time

    Job Title: Associate AccountantJob Summary:The Associate Accountant will play a critical role in ensuring the accurate collection, recording, and distribution of gaming revenues. This position will be responsible for supervising and facilitating the proper processing of transactions in the Statewide Financial System (SFS), preparing regulatory cost...

  • Associate Accountant

    5 months ago

    Schenectady, United States New York State Full time

    Minimum Qualifications Permanent Qualification: Candidates must currently be a permanent Associate Accountant OR Transfer Qualification: Candidates must be a current New York State employee eligible for transfer via Section 70.1 of the Civil Service Law. Duties Description The Associate Accountant will perform duties that include, but are not...

  • Accounting Leadership Position

    3 weeks ago

    Schenectady, New York, United States SUNY Schenectady County Community College Full time

    Job Summary:SUNY Schenectady County Community College is seeking a highly skilled and experienced Assistant Controller to join our team in the Office of Administration. As a key member of our accounting team, you will provide leadership and professional accounting services with a focus on quality customer service to both internal and external...

  • Senior Mail and Accounts Clerk Position

    3 weeks ago

    Schenectady, New York, United States City of Schenectady, NY Full time

    Job Summary:The City of Schenectady Finance Department is seeking a highly skilled Senior Mail and Accounts Clerk to join their team. As a Senior Mail and Accounts Clerk, you will be responsible for managing the city's mail and accounts operations, ensuring timely and accurate processing of financial transactions.Key Responsibilities: Process and reconcile...

  • Customer Accounts Representative

    4 weeks ago

    Schenectady, New York, United States Aaron's Full time

    About the RoleAaron's is seeking a highly skilled Customer Accounts Advisor to join our team. As a key member of our sales and lease-to-own retail team, you will play a critical role in driving payment collections and lease agreement renewals. Your primary responsibility will be to build strong relationships with our customers, understanding their needs and...