Account Manager
2 weeks ago
We are seeking a highly skilled Account Manager to join our team at Marshall & Sterling Inc. As an Account Manager, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business.
Key Responsibilities- Provide high-level support in obtaining, maintaining, expanding, and servicing clients.
- Manage service timelines for designated accounts and/or Sales Executive's accounts.
- Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline with Sales Executive and client.
- Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.
- Proactively recommend coverage options and supplemental policies to mitigate risk.
- Be proficient with all value-added tools and resources.
- Manage the renewal process as established by the agency.
- Review all applications, policies, endorsements, and audits for accuracy with Customer Service Representative and Sales Executive (if applicable).
- Review comparisons and quotations for renewals.
- Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.
- Prepare account summaries as required.
- Deliver policies and related documents to insured as needed.
- Keep current on rates, forms, and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
- Keep Sales Executives and management fully informed of all-important activities on their perspective accounts (if applicable).
- Round out accounts through quotation of lines not currently written through our agency.
- Refer clients and prospects to other divisions of Marshall & Sterling.
- Collect premiums per established agency procedures.
- Maintain professional accreditation necessary to meet agency standards.
- Participate in continuing education programs when available.
- Build and maintain a favorable and professional work relationship with other staff members.
- Communicate with Supervisor/Manager any issues to ensure excellent customer service.
- Adhere to established employee manual policies and guidelines.
- Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
- Promptly report all E&O claims and potential E&O claims.
- Maintain confidentiality in all aspects of client, staff, and agency information.
- Perform other duties and projects as assigned.
- 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.
The salary range for this position is $60,000 to $100,000, negotiable and based on commission.
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"title": "Account Manager", "description": "Job SummaryMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business, providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key...
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage...
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business, providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage service...
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage...
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"Requirements": " To succeed in this role, you will need: • A college degree, preferably in a field related to insurance or business. • Pursuing or already holding an insurance-related designation. • Experience and knowledge of Microsoft Office programs. • In-depth knowledge of group benefits and products. • Appropriate state insurance licenses...
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob SummaryWe are seeking a highly skilled Account Manager to join our team at Marshall & Sterling Inc. The successful candidate will be responsible for managing independently designated accounts and/or Sales Executive's book of business.Key ResponsibilitiesManage service timelines for designated accounts and/or Sales Executive's accounts as established by...
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