Senior Insurance Account Manager
6 days ago
Overview
We are seeking a highly skilled Senior Insurance Account Manager to join our team at Marshall & Sterling Inc. This role involves managing independently designated accounts and/or Sales Executive's book of business, providing exceptional support in obtaining, maintaining, expanding, and servicing clients.
Key Responsibilities
- Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales Executive
- 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
- 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
Requirements
- 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
Salary Range
$60,000 - $100,000 per year, negotiable and based on commission
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