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Commercial Lines Account Manager

2 months ago

Woodbury, New York, United States General Placement Service Full time

General Placement Service is seeking a proficient Account Executive to manage a diverse portfolio of Commercial Lines insurance accounts. This position entails nurturing existing client relationships while actively pursuing new business prospects through comprehensive coverage assessments and competitive quoting from various carriers.

  • Facilitating regular communication with clients and producers
  • Overseeing policy maintenance activities, including processing endorsements, issuing certificates, binders, and invoices
  • Performing policy evaluations and crafting renewal proposals
  • Spotting cross-selling and up-selling opportunities within the current client base
  • Documenting all client interactions in the agency's management system

Qualifications:

  • At least 5 years of experience in the field of Commercial Lines insurance
  • Associate's Degree required
  • Experience with EPIC/Applied and CSR24 systems is preferred
  • Must possess an active Property & Casualty License