Client Account Specialist

1 week ago

New York, New York, United States Conner Strong & Buckelew Companies, LLC Full time
Job Overview

Position: Account Analyst

Department: Major Accounts

Location: Corporate Office

Position Summary

The Account Analyst plays a vital role in the daily management and servicing of commercial lines clients. This includes tasks such as pricing, marketing, and preparing essential documentation like Submissions and Proposals.

Key Responsibilities

  • Evaluate and process Policies, Audits, and Policy modifications.
  • Offer suggestions for coverage enhancements or adjustments as necessary.
  • Engage with Carriers and both internal and external Clients to guarantee outstanding service delivery.
  • Contribute to the preparation of Renewal Submissions for Marketing, which includes Applications, necessary Exhibits, Narratives, Loss Runs, and responses to Underwriting inquiries.
  • Assist in the reconciliation of accounts for effective receivables management.
  • Submit Applications to Carriers and ensure timely follow-up for Quotations and Policies.
  • Provide technical assistance, including but not limited to, completing Applications, Renewal Proposals, Binders, Audits, Coverage Summaries, Endorsements, Cancellations, and Certificates of Insurance.
  • Respond to and manage incoming requests from Clients, Carriers, and mail as directed by the Account Executive.
  • Prepare Policy Binders as required.
  • Oversee all invoicing processes.
  • Conduct initial Policy Checklisting procedures.

Additional Duties

  • Maintain Client files that adhere to company standards.
  • Manage workflows, tasks, and incoming correspondence within the Document Management System.
  • Ensure the accuracy of account data input into the agency management system.
  • Comply with company policies, procedures, and guidelines.
  • Perform other assigned duties as necessary.

Qualifications

  • Preferred: College degree.
  • Exceptional organizational and Client service skills.
  • Strong interpersonal, analytical, written, and verbal communication abilities.
  • Self-motivated, adaptable, capable of multitasking, and managing responsibilities with minimal oversight.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Familiarity with Document Management and Agency Management Systems is a plus.
  • 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

Office setting with a moderate noise level; flexibility in hours and occasional travel to other company offices and client sites may be required.

Conner Strong & Buckelew is committed to being an equal opportunity employer. All qualified applicants will be considered 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.

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