Commercial Lines Account Manager

4 days ago


Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job Summary

We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at Marshall & Sterling Inc.

The ideal candidate will have a proven track record of success in sales and account management, with a strong understanding of insurance products and services.

About the Role

This is a key role that requires the ability to develop and maintain strong relationships with clients, identify new business opportunities, and drive growth through effective sales and marketing strategies.

The successful candidate will be responsible for achieving sales and revenue targets, managing a portfolio of commercial lines accounts, and providing exceptional customer service to ensure client satisfaction and retention.

Responsibilities
  • Achieve minimum sales and other objectives as agreed upon
  • New business growth adequate to maintain and grow overall account
  • Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals
  • Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling
  • Collect detailed risk and underwriting information
  • Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system
  • Follow renewal work flows to ensure retention of accounts
  • Refer clients and prospects to other divisions of Marshall & Sterling
  • Delegate client service needs appropriately
  • Establish and follow through on appropriate service timelines on appropriate accounts
  • Attend all sales meetings as required
  • Collect premiums per established agency procedures
  • Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses
  • Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client
  • Promote agency and insurance industry in the community
  • Obtain required continuing education credits
  • 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
  • Adhere to established employee manual policies and guidelines
  • 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
  • Proven ability to pursue and close sales
  • Knowledge of insurance products
  • Appropriate state insurance licenses and continuing education required
  • Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner
  • Experience and knowledge of Microsoft Office Programs
  • Experience with Vertafore a plus
  • Valid driver's license and acceptable driving record
  • Ability to communicate with and work with diverse types of individuals and groups
  • High level of organizational ability with attention to detail
Benefits

As a Commercial Lines Account Manager at Marshall & Sterling Inc., you will enjoy a competitive salary range of $120,000-$200,000 annually, based on experience and performance.

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a comprehensive benefits package.



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