Commercial Account Coordinator
2 months ago
Position: Account Analyst
Department: Major Accounts
Location: NYC Office
Role Summary
The Account Analyst is responsible for the daily management and servicing of commercial lines clients. This includes tasks such as rating, marketing, obtaining quotes, and assisting in the preparation of submissions, proposals, and binders. The role demands a commitment to providing prompt, accurate, and courteous service to clients, sales representatives, and insurance carriers.
Key Responsibilities
- Review and process policies, audits, and policy modifications.
- Make recommendations for coverage enhancements or adjustments as necessary.
- Engage with carriers and both internal and external clients to deliver exceptional service.
- Contribute to the preparation of renewal submissions for marketing, including applications, necessary exhibits, narratives, and responses to underwriting inquiries.
- Assist in account reconciliation for receivables management.
- Submit applications to carriers and follow up to ensure timely receipt of quotes and policies.
- Provide technical support, including completing applications, renewal proposals, binders, audits, coverage summaries, endorsements, cancellations, and certificates of insurance.
- Respond to and process incoming requests from clients, carriers, and mail as directed by the Account Executive.
- Prepare policy binders.
- Manage all invoicing responsibilities.
- Conduct initial policy checklist procedures.
Additional Duties
- Maintain client files in accordance with company standards.
- Manage workflows, tasks, and incoming mail within the Document Management System.
- Ensure the accuracy of account data input into the agency management system.
- Adhere to company policies, procedures, and guidelines.
- Perform other duties as assigned.
Qualifications
- Preferred: College degree.
- Strong organizational and client service skills.
- Excellent interpersonal, analytical, written, and verbal communication abilities.
- Self-motivated, adaptable, and capable of multitasking with minimal supervision.
- Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
- Familiarity with document management and agency management systems is preferred.
- Must be authorized to work in the United States on a full-time basis without company sponsorship.
Licenses and Specialized Knowledge
Property and Casualty Producer License
Relevant designations such as ARM, CRIS, CPCU, and others as applicable.
Work Environment
This position is based in an office environment with a moderate noise level. Flexibility in working hours and the ability to travel to other company offices and client sites as needed is required.
Conner Strong & Buckelew is committed to being an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or civil union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service, or any other status protected by law.
#LI-HYBRID
-
Account Manager
1 month ago
New York, New York, United States POC Commercial Cleaning Solutions Full timeJob DescriptionPOC Commercial Cleaning Solutions is seeking a highly motivated and results-driven Account Executive to join our team. As an Account Executive, you will be responsible for developing new business by building relationships with key decision makers in various industries.Key Responsibilities:Identify and cultivate relationships with potential...
-
Commercial Banking Account Opening Coordinator
2 months ago
New York, New York, United States IDB Full timeJob DescriptionAt IDB Bank, we are committed to providing exceptional service to our clients and customers. As a Customer Service Representative - Account Opening Specialist, you will play a critical role in supporting our Commercial Banking team in the account opening process.Key Responsibilities:Account Opening and Onboarding: Assist in the preparation and...
-
Commercial Finance Specialist
1 month ago
New York, New York, United States White Oak Commercial Finance Full timeAccount Executive Opportunity at White Oak Commercial FinanceWe are seeking a highly motivated and experienced Account Executive to join our NY or CA Factoring Team in the New York City or California office. As an integral member of the Factoring Team, you will play a key role in the management and servicing of existing factoring and asset-based lending...
-
Commercial Property Accountant
2 weeks ago
New York, New York, United States Trandon Associates, Inc Full timeJob OpportunityTrandon Associates, Inc is seeking a skilled Commercial Property Accountant to join its team.Key Responsibilities:Assist with cash management and financial reportingProcess accounts payable and accounts receivablePerform general ledger reconciliations and data entryInput invoices into softwareCollaborate with the commercial real estate group...
-
Commercial Strategy Coordinator
2 weeks ago
New York, New York, United States Paper Source Full timeJob SummaryThe Commercial Strategy Team is responsible for driving business growth through strategic marketing initiatives and customer engagement opportunities. As a Commercial Strategy Coordinator, you will play a critical role in supporting the journey from strategy to implementation, including marketing campaigns, product launches, value offers, and...
-
Account Manager
3 weeks ago
New York, New York, United States Navan Full timeDrive Revenue and Client Success as a Commercial Account ManagerAs a Commercial Account Manager at Navan, you will play a critical role in driving revenue growth and ensuring client satisfaction. Your mission will be to build strong relationships with our Commercial clients, understand their needs, and provide tailored solutions to maximize their value from...
-
Commercial Account Manager
1 week ago
New York, New York, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Group is seeking a highly skilled Commercial Account Manager to join our team. As a key member of our Commercial Lines team, you will be responsible for developing and maintaining strong relationships with clients, insurance companies, and agency personnel to deliver exceptional service and drive business growth.This is a fast-paced,...
-
Commercial Strategy Coordinator
6 days ago
New York, New York, United States Barnes & Noble Full timeJob Summary: The Commercial Strategy Team is responsible for understanding brand goals, product focuses, and customer engagement opportunities and distilling those combined priorities into actionable marketing campaigns and customer experience approaches.Key Responsibilities: Handle all planning and tracking tools for Commercial Strategy, collaborating with...
-
Commercial Insurance Account Manager
2 weeks ago
New York, New York, United States Brown & Brown Insurance Full timeJob Title: Commercial Insurance Account ManagerArrowhead Automotive, a division of Brown & Brown Insurance, is seeking a highly skilled Commercial Insurance Account Manager to join our team. As a key member of our team, you will be responsible for providing exceptional client service, managing commercial property and casualty insurance policies, and driving...
-
Account Coordinator
2 weeks ago
New York, New York, United States Empire Office Full timeAbout Empire OfficeEmpire Office is a leading commercial furniture dealer with over 78 years of experience and a team of over 425 full-time employees across the country. We are the largest Steelcase dealer in the United States and partner with top manufacturers to deliver innovative workspace solutions.Job SummaryWe are seeking a highly skilled Account...
-
Commercial Lines Account Manager
5 days ago
New York, New York, United States HUB International Full timeHUB International is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our Account Management & Service department, you will be responsible for the retention of assigned client accounts and independently managing client accounts.Key responsibilities include:Aiding Sales Executives and Account Executives in...
-
Commercial Insurance Account Manager
2 weeks ago
New York, New York, United States Coverdash Full timeJob Title: Commercial Insurance Account ManagerCoverdash is a leading insurtech agency that empowers growing businesses to purchase and manage business insurance. We are seeking a highly skilled Commercial Insurance Account Manager to join our Commercial Risk Unit.Key Responsibilities:Manage client relationships and accounts up to $20MM in volume...
-
Commercial Lines Account Manager
4 weeks ago
New York, New York, United States Atlantic Group Full timeJob Title: Commercial Lines Account ManagerThe Atlantic Group is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our insurance team, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Build and maintain strong...
-
Commercial Insurance Account Manager
4 weeks ago
New York, New York, United States Brown & Brown Insurance Full timeJob Title: Commercial Insurance Account ManagerWe are seeking a highly skilled Commercial Insurance Account Manager to join our team at Brown & Brown Insurance. As a key member of our team, you will be responsible for providing exceptional client service and driving business growth through strategic account management.Key Responsibilities:Collaborate with...
-
Commercial Insurance Account Executive
1 month ago
New York, New York, United States alliant_commercial_realty_services Full timeJob Title: Commercial Insurance Account ExecutiveWe are seeking a highly motivated and experienced Commercial Insurance Account Executive to join our team at Alliant Insurance Services. As a key member of our commercial insurance team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business...
-
Commercial Lines Account Manager
3 weeks ago
New York, New York, United States RRC - Ruiz Recruiting & Consulting Full time{"title": "Commercial Lines Account Manager", "description": "Join RRC - Ruiz Recruiting & Consulting as a Commercial Lines Account ManagerRRC - Ruiz Recruiting & Consulting is a specialized recruitment firm dedicated to collaborating with startups and enterprise-level companies nationwide. As a Commercial Lines Account Manager, you will be instrumental in...
-
Commercial Insurance Account Executive
2 weeks ago
New York, New York, United States Coverdash Full timeJob OverviewCoverdash is seeking a highly skilled Commercial Insurance Account Executive to join our team. As a key member of our Commercial Risk Unit, you will be responsible for building and maintaining relationships with small and mid-commercial accounts, quoting and rating new business leads, and assisting in scaling our team of in-house insurance...
-
Commercial Insurance Account Manager
1 month ago
New York, New York, United States Brown & Brown Insurance Full timeJob Title: Commercial Insurance Account ManagerWe are seeking a highly skilled Commercial Insurance Account Manager to join our team at Brown & Brown Insurance. As a key member of our team, you will be responsible for providing exceptional client service and driving business growth through strategic account management.Key Responsibilities:Collaborate with...
-
Commercial Real Estate Accountant
2 weeks ago
New York, New York, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Property Accountant to join our team at Jobot. As a key member of our accounting department, you will be responsible for managing financial transactions, preparing financial reports, and ensuring accurate record-keeping for our commercial and residential properties.Key ResponsibilitiesManage month-end close and...
-
Senior Commercial Account Manager
2 weeks ago
New York, New York, United States Navan Full timeDrive Revenue Growth as a Commercial Account Manager at NavanAs a Commercial Account Manager at Navan, you will be responsible for driving revenue growth by ensuring client satisfaction and maximizing the value they derive from our platform. You will build strong relationships with clients, act as their trusted advisor, and partner with them to ensure...
