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Account Manager

2 months ago

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

Job Summary: We are seeking an experienced Account Manager to join our team at Marshall & Sterling Inc. as a Large Lines Account Manager. The successful candidate will be responsible for managing independently designated accounts and/or Sales Executive's book of business, providing a high level of 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.
  • With Customer Service Representative and Sales Executive (if applicable) review all applications, policies, endorsements, and audits for accuracy.
  • 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.
  • If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.
  • 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.

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.