Senior Insurance Account Manager

6 days ago


Schenectady, New York, United States Marshall & Sterling Inc Full time

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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