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Insurance Account Manager

2 months ago


Brooklyn, New York, United States Relation Insurance Inc Full time
About Relation Insurance Inc

Relation Insurance Inc is a leading insurance company that prides itself on its dynamic culture, collaborative environment, and commitment to excellence. With a rich history and a bright future ahead, we are seeking exceptional individuals to contribute to our ongoing growth and success.

Job Summary

We are seeking an experienced Insurance Account Manager to serve as the primary business contact for our clients. The successful candidate will be responsible for providing excellent customer service, representing client needs and goals within the organization, and building relationships with clients to encourage new and repeat business opportunities.

Key Responsibilities
  • Serve as client advocate and primary point of contact for assigned accounts
  • Develop professional business relationships with all clients and demonstrate a clear understanding of the client's core business
  • Manage client expectations, service commitments, and anticipate needs of the client
  • Analyze commercial lines accounts and make decisions based on individual risk characteristics, exposure analysis, hazard recognition, and control
  • Work with larger and complex accounts and assist clients with the strategic design of insurance plans
  • Act as field underwriter and authorized representative of the insurance carrier to determine if coverage should be bound
  • Strategically remarket renewals to ensure a high level of account retention
  • Prepare proposals for the client
  • Provide service to current and new clients by informing and educating them concerning policy coverage and/or changes in an automated environment
  • Assist clients in submitting first reports of claims by obtaining adjusters or visits from agency staff
  • Review audits of policies and verify their accuracy
  • Review cancellations and determine reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency's financial equity
  • Assure policies are accurate and renewed in a timely manner
Requirements
  • Property and Casualty License from state of domicile required and must be maintained
  • College degree preferred
  • 10 years' experience in the insurance industry required
  • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
  • Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word)
  • Must be computer literate with the ability to learn new software applications
  • Must have a valid driver's license and reliable source of transportation
  • Ability to prioritize and handle multiple tasks in a demanding work environment
Why Choose Relation Insurance Inc

We offer a competitive pay, a safe and healthy work environment provided by our robust benefit program, career advancement and development opportunities, paid training and continuing education to obtain/maintain your insurance license.

Equal Employment Opportunity

Relation Insurance Inc provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.