Senior Commercial Account Manager

2 days ago


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

Job Summary

We are seeking an experienced Senior Commercial Account Manager to join our team at Marshall & Sterling Inc. This is a dynamic role that requires strong commercial insurance knowledge and exceptional customer service skills.

About the Role

The successful candidate will be responsible for managing independently designated accounts, providing high-level support in obtaining, maintaining, expanding, and servicing clients. They will work closely with Sales Executives to maximize their time generating new business sales while reducing E & O exposures. Commission-based compensation applies.

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.
  • D 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.
  • Communicate effectively with Sales Executives and management on 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.
  • Follow workflow procedures 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

To succeed in this role, you will need:

  • A college degree or equivalent required; pursuing or already have an insurance-related designation preferred.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Knowledge of commercial insurance and products essential.
  • Appropriate state insurance licenses and continuing education required.
  • Five years of commercial lines customer service and/or sales experience.
  • A desire for commission-based compensation.
  • The ability to work effectively and relate well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • A high level of organizational ability with attention to detail.
  • A valid driver's license and acceptable driving record.

What We Offer

We offer a competitive salary range of $60,000 to $100,000, negotiable and based on commission. Compensation details include a yearly salary. Our organization values diversity, equity, and inclusion and welcomes applications from qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.



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