Commercial Lines Account Manager

2 weeks 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 is crucial for maintaining client relationships and identifying new business prospects through comprehensive coverage assessments and competitive quoting from various insurers.

  • Facilitating regular communication with clients and insurance producers
  • Managing policy-related tasks including endorsements, certificates, binders, and invoicing
  • Performing policy evaluations and crafting renewal proposals
  • Spotting opportunities for cross-selling and up-selling within the existing client base
  • Documenting all client interactions in the agency's management system

Qualifications:

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


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