Commercial Insurance Account Manager

6 days ago


Schenectady, New York, United States Marshall & Sterling Inc Full time

We are seeking an experienced Commercial Insurance Account Manager to join our team at Marshall & Sterling Inc. This role is ideal for a motivated and organized individual with a strong background in commercial insurance.

About the Role

As a Commercial Insurance Account Manager, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business. You will provide a high level of support in obtaining, maintaining, expanding, and servicing clients, while allowing the Sales Executive to maximize their time generating new business sales.

You will also be responsible for reducing E & O exposures, managing service timelines for designated accounts, and proactively contacting clients to set up appointments as needed for service timeline and coordinate stages of the timeline with Sales Executive and client.

In this role, you will have the opportunity to recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients, as well as proactively recommend coverage options and supplemental policies to mitigate risk.

You will work closely with Customer Service Representative and Sales Executive (if applicable) to review all applications, policies, endorsements, and audits for accuracy, and make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.

About Us

Marshall & Sterling Inc is a leading insurance agency providing comprehensive commercial insurance solutions to businesses across various industries. Our team is dedicated to delivering exceptional customer service and expertise to help our clients achieve their goals.

Requirements

To be successful in this role, you will need:

  • 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.
Salary and Benefits

The estimated salary range for this role is $80,000 - $120,000 per year, depending on experience and qualifications. We offer a competitive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.

Additionally, we provide opportunities for professional growth and development through ongoing training and education programs. If you are a motivated and organized individual with a passion for commercial insurance, we encourage you to apply for this exciting opportunity



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